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Western Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Western Wealth Management’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 		$3.29M Buy
+35,646
New +$3.33M 0.13% 177
2023
Q2 		– Sell
-2,620
Closed -$243K – 649
2023
Q1 		$243K Sell
2,620
-244
-9% -$22.6K 0.02% 553
2022
Q4 		$259K Sell
2,864
-6,948
-71% -$625K 0.03% 503
2022
Q3 		$880K Sell
9,812
-228
-2% -$21.6K 0.05% 334
2022
Q2 		$957K Sell
10,040
-6,901
-41% -$671K 0.05% 312
2022
Q1 		$1.72M Buy
16,941
+10,092
+147% +$1.06M 0.08% 223
2021
Q4 		$749K Buy
+6,849
New +$752K 0.07% 250
2021
Q2 		$890K Buy
8,020
+102
+1% +$11.3K 0.09% 234
2021
Q1 		$867K Sell
7,918
-1,197
-13% -$133K 0.12% 185
2020
Q4 		$1.03M Sell
9,115
-164
-2% -$18.4K 0.15% 155
2020
Q3 		$1.04M Sell
9,279
-154
-2% -$17.3K 0.17% 135
2020
Q2 		$1.05M Sell
9,433
-1,044
-10% -$114K 0.19% 125
2020
Q1 		$1.11M Sell
10,477
-1,185
-10% -$129K 0.25% 93
2019
Q4 		$1.26M Buy
11,662
+81
+0.7% +$8.77K 0.19% 122
2019
Q3 		$1.26M Sell
11,581
-145
-1% -$15.7K 0.26% 95
2019
Q2 		$1.26M Buy
11,726
+1,630
+16% +$173K 0.17% 116
2019
Q1 		$1.06M Sell
10,096
-4,017
-28% -$417K 0.24% 102
2018
Q4 		$1.45M Buy
+14,113
New +$1.43M 0.39% 56

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Western Wealth Management's BOND Position: Q1 2026 in Review

Western Wealth Management opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2026: 35,646 shares worth $3.29M. The stake represents 0.13% of the portfolio and ranks #177 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in BOND as recently as Q1 2023.

Western Wealth Management first reported a position in BOND in Q4 2018 and has held it in 18 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Western Wealth Management held 35,646 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.29M as of Q1 2026.
  • PIMCO Active Bond Exchange-Traded Fund was a new Western Wealth Management position in Q1 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.13% of Western Wealth Management's portfolio in Q1 2026, its #177 holding.
  • Western Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2018 and has held it in 18 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.