United Advisor Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

United Advisor Group’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	$434K	Buy	4,702 +434	+10%	+$40.5K	0.05%	321
2025 Q4	$397K	Buy	4,268 +434	+11%	+$40.6K	0.05%	319
2025 Q3	$358K	Buy	3,834 +57	+2%	+$5.26K	0.05%	325
2025 Q2	$348K	Sell	3,777 -157	-4%	-$14.3K	0.06%	291
2025 Q1	$364K	Buy	3,934 +276	+8%	+$25.2K	0.07%	244
2024 Q4	$331K	Sell	3,658 -53	-1%	-$4.88K	0.07%	277
2024 Q3	$351K	Buy	3,711 +217	+6%	+$20.3K	0.08%	251
2024 Q2	$318K	Sell	3,494 -397	-10%	-$35.9K	0.1%	190
2024 Q1	$357K	Buy	+3,891	New	+$356K	0.13%	143

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 $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $10.2B AUM 16.58% 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

United Advisor Group's BOND Position: Q1 2026 in Review

United Advisor Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 10% in Q1 2026, buying an estimated $40.5K and bringing the position to 4,702 shares worth $434K. The position accounts for 0.05% of the portfolio, ranked #321.

United Advisor Group first reported a position in BOND in Q1 2024 and has held it in 9 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

United Advisor Group held 4,702 shares of PIMCO Active Bond Exchange-Traded Fund worth $434K as of Q1 2026.
United Advisor Group bought 434 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $40.5K.
PIMCO Active Bond Exchange-Traded Fund made up 0.05% of United Advisor Group's portfolio in Q1 2026, its #321 holding.
United Advisor Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2024 and has held it in 9 quarters since.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.