Wealth Advisors of Iowa’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Wealth Advisors of Iowa’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	$3.79M	Buy	41,068 +19,885	+94%	+$1.86M	1.17%	18
2025 Q4	$1.97M	Buy	21,183 +74	+0.4%	+$6.92K	0.65%	27
2025 Q3	$1.97M	Sell	21,109 -4,033	-16%	-$372K	0.67%	25
2025 Q2	$2.32M	Sell	25,142 -1,217	-5%	-$111K	0.87%	19
2025 Q1	$2.44M	Buy	26,359 +9,937	+61%	+$907K	1.05%	16
2024 Q4	$1.48M	Buy	16,422 +6,585	+67%	+$606K	0.75%	21
2024 Q3	$931K	Buy	+9,837	New	+$918K	0.47%	26

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

Wealth Advisors of Iowa's BOND Position: Q1 2026 in Review

Wealth Advisors of Iowa increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 94% in Q1 2026, buying an estimated $1.86M and bringing the position to 41,068 shares worth $3.79M. The position accounts for 1.17% of the portfolio, ranked #18.

Wealth Advisors of Iowa first reported a position in BOND in Q3 2024 and has held it in 7 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Wealth Advisors of Iowa held 41,068 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.79M as of Q1 2026.
Wealth Advisors of Iowa bought 19,885 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $1.86M.
PIMCO Active Bond Exchange-Traded Fund made up 1.17% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #18 holding.
Wealth Advisors of Iowa first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2024 and has held it in 7 quarters since.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2026, filed 13 May 2026.