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Widmann Financial Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Widmann Financial Services’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 		$312K Buy
3,380
+530
+19% +$49.5K 0.19% 96
2025
Q4 		$265K Buy
+2,850
New +$267K 0.16% 101

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

Widmann Financial Services's BOND Position: Q1 2026 in Review

Widmann Financial Services increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 19% in Q1 2026, buying an estimated $49.5K and bringing the position to 3,380 shares worth $312K. The position accounts for 0.19% of the portfolio, ranked #96.

Widmann Financial Services first reported a position in BOND in Q4 2025 and has held it in 2 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Widmann Financial Services held 3,380 shares of PIMCO Active Bond Exchange-Traded Fund worth $312K as of Q1 2026.
  • Widmann Financial Services bought 530 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $49.5K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.19% of Widmann Financial Services's portfolio in Q1 2026, its #96 holding.
  • Widmann Financial Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.