U.S. Capital Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio BOND Stock Details BOND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$501K	Buy	5,433 +1,326	+32%	+$124K	0.01%	673
2025 Q4	$382K	Buy	4,107 +1,961	+91%	+$183K	0.01%	729
2025 Q3	$200K	Buy	+2,146	New	+$198K	0.01%	899
2023 Q3	–	Sell	-3,050	Closed	-$279K	–	638
2023 Q2	$279K	Buy	+3,050	New	+$281K	0.01%	551
2021 Q4	–	Sell	-6,240	Closed	-$690K	–	721
2021 Q3	$690K	Buy	+6,240	New	+$696K	0.03%	453

Other funds holding BOND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

U.S. Capital Wealth Advisors's BOND Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 32% in Q1 2026, buying an estimated $124K and bringing the position to 5,433 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #673.

U.S. Capital Wealth Advisors first reported a position in BOND in Q3 2021 and has held it in 5 quarters since. The position peaked at $690K in Q3 2021. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

U.S. Capital Wealth Advisors held 5,433 shares of PIMCO Active Bond Exchange-Traded Fund worth $501K as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,326 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $124K.
PIMCO Active Bond Exchange-Traded Fund made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #673 holding.
U.S. Capital Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2021 and has held it in 5 quarters since.
U.S. Capital Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $690K in Q3 2021.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.