Vickerman Investment Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Vickerman Investment 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	$68.1M	Sell	738,218 -38,902	-5%	-$3.63M	14.32%	1
2025 Q4	$72.3M	Buy	777,120 +93,160	+14%	+$8.72M	14.46%	1
2025 Q3	$63.8M	Buy	683,960 +42,451	+7%	+$3.92M	12.91%	1
2025 Q2	$59.1M	Buy	641,509 +30,605	+5%	+$2.78M	12.71%	1
2025 Q1	$56.5M	Buy	610,904 +371,786	+155%	+$33.9M	12.8%	1
2024 Q4	$21.6M	Sell	239,118 -5,436	-2%	-$500K	5.88%	4
2024 Q3	$23.1M	Buy	244,554 +26,995	+12%	+$2.52M	6.8%	4
2024 Q2	$19.8M	Sell	217,559 -53,895	-20%	-$4.87M	6.36%	4
2024 Q1	$24.9M	Buy	271,454 +13,891	+5%	+$1.27M	8.04%	3
2023 Q4	$23.8M	Buy	+257,563	New	+$22.8M	8.12%	3

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

Vickerman Investment Advisors's BOND Position: Q1 2026 in Review

Vickerman Investment Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 5% in Q1 2026, selling an estimated $3.63M and leaving 738,218 shares worth $68.1M. The position accounts for 14.32% of the portfolio, ranked #1.

Vickerman Investment Advisors first reported a position in BOND in Q4 2023 and has held it in 10 quarters since. The position peaked at $72.3M in Q4 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Vickerman Investment Advisors held 738,218 shares of PIMCO Active Bond Exchange-Traded Fund worth $68.1M as of Q1 2026.
Vickerman Investment Advisors sold 38,902 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $3.63M.
PIMCO Active Bond Exchange-Traded Fund made up 14.32% of Vickerman Investment Advisors's portfolio in Q1 2026, its #1 holding.
Vickerman Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
Vickerman Investment Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $72.3M in Q4 2025.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.