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Your Advocates Ltd’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Your Advocates Ltd’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 		$206K Sell
2,235
-9,405
-81% -$878K 0.06% 26
2025
Q4 		$1.08M Sell
11,640
-862
-7% -$80.6K 0.35% 17
2025
Q3 		$1.17M Sell
12,502
-212,741
-94% -$19.6M 0.39% 17
2025
Q2 		$20.8M Buy
225,243
+4,984
+2% +$453K 7.46% 4
2025
Q1 		$20.4M Buy
220,259
+6,362
+3% +$581K 7.82% 4
2024
Q4 		$19.3M Buy
213,897
+13,470
+7% +$1.24M 7.69% 4
2024
Q3 		$19M Sell
200,427
-2
-0% -$187 7.45% 4
2024
Q2 		$18.3M Sell
200,429
-73,305
-27% -$6.63M 7.66% 5
2024
Q1 		$25.1M Sell
273,734
-28,393
-9% -$2.6M 10.61% 3
2023
Q4 		$27.9M Buy
302,127
+205,115
+211% +$18.2M 11.24% 3
2023
Q3 		$8.53M Buy
97,012
+10,142
+12% +$913K 5.09% 8
2023
Q2 		$7.96M Buy
86,870
+14,194
+20% +$1.31M 4.08% 10
2023
Q1 		$6.74M Sell
72,676
-311,297
-81% -$28.8M 3.7% 11
2022
Q4 		$34.7M Sell
383,973
-44,396
-10% -$3.99M 20.07% 2
2022
Q3 		$38.4M Sell
428,369
-10,965
-2% -$1.04M 23.04% 2
2022
Q2 		$41.8M Buy
439,334
+16,166
+4% +$1.57M 24.77% 2
2022
Q1 		$43.1M Buy
423,168
+35,990
+9% +$3.79M 24.44% 2
2021
Q4 		$42.4M Buy
387,178
+51,742
+15% +$5.68M 23.94% 1
2021
Q3 		$37.1M Buy
335,436
+21,632
+7% +$2.41M 24.02% 1
2021
Q2 		$34.8M Buy
313,804
+99,361
+46% +$11M 22.62% 1
2021
Q1 		$23.5M Buy
214,443
+66,289
+45% +$7.38M 17.35% 2
2020
Q4 		$16.8M Sell
148,154
-100,977
-41% -$11.3M 12.33% 2
2020
Q3 		$28M Sell
249,131
-90,921
-27% -$10.2M 21.98% 2
2020
Q2 		$38.1M Buy
340,052
+229,497
+208% +$25.1M 26.39% 1
2020
Q1 		$11.7M Buy
110,555
+13,644
+14% +$1.48M 10.13% 2
2019
Q4 		$10.4M Buy
+96,911
New +$10.5M 8.25% 5

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

Your Advocates Ltd's BOND Position: Q1 2026 in Review

Your Advocates Ltd reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 81% in Q1 2026, selling an estimated $878K and leaving 2,235 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #26.

Your Advocates Ltd first reported a position in BOND in Q4 2019 and has held it in 26 quarters since. The position peaked at $43.1M in Q1 2022. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Your Advocates Ltd held 2,235 shares of PIMCO Active Bond Exchange-Traded Fund worth $206K as of Q1 2026.
  • Your Advocates Ltd sold 9,405 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $878K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.06% of Your Advocates Ltd's portfolio in Q1 2026, its #26 holding.
  • Your Advocates Ltd first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 26 quarters since.
  • Your Advocates Ltd's PIMCO Active Bond Exchange-Traded Fund position peaked at $43.1M in Q1 2022.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.