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BOLTON SECURITIES CORPORATION’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$30.5K Buy
+330
New +$30.8K ﹤0.01% 1351
2025
Q3 		$30.8K Buy
+330
New +$30.4K ﹤0.01% 1280
2025
Q1 		$30.5K Buy
+330
New +$30.1K ﹤0.01% 1179

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $468B AUM 17.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BOND Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2026: 330 shares worth $30.5K. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in BOND as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in BOND in Q1 2025 and has held it in 3 quarters since. The position peaked at $30.8K in Q3 2025. 530 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 330 shares of PIMCO Active Bond Exchange-Traded Fund worth $30.5K as of Q1 2026.
  • PIMCO Active Bond Exchange-Traded Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1351 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's PIMCO Active Bond Exchange-Traded Fund position peaked at $30.8K in Q3 2025.
  • 530 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.