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1620 Investment Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

1620 Investment Advisors’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
Q2 		$715K Sell
7,756
-3,127
-29% -$288K 0.44% 61
2026
Q1 		$1M Buy
10,883
+16
+0.1% +$1.49K 0.68% 34
2025
Q4 		$1.01M Sell
10,867
-625
-5% -$58.5K 0.67% 32
2025
Q3 		$1.07M Sell
11,492
-112
-1% -$10.3K 0.73% 32
2025
Q2 		$1.07M Sell
11,604
-186
-2% -$16.9K 0.76% 31
2025
Q1 		$1.09M Buy
11,790
+360
+3% +$32.9K 0.83% 25
2024
Q4 		$1.03M Buy
11,430
+332
+3% +$30.6K 0.78% 27
2024
Q3 		$1.05M Sell
11,098
-2,174
-16% -$203K 0.76% 28
2024
Q2 		$1.21M Buy
13,272
+2,565
+24% +$232K 0.93% 24
2024
Q1 		$984K Buy
10,707
+664
+7% +$60.8K 0.99% 29
2023
Q4 		$929K Buy
10,043
+983
+11% +$87.1K 1.01% 26
2023
Q3 		$796K Buy
9,060
+160
+2% +$14.4K 0.9% 31
2023
Q2 		$815K Sell
8,900
-452
-5% -$41.7K 0.88% 34
2023
Q1 		$867K Buy
9,352
+225
+2% +$20.8K 1.05% 28
2022
Q4 		$826K Buy
+9,127
New +$821K 1% 31

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
LIP
Lynch Investment Planning Newtown Square, Pennsylvania $130M AUM

1620 Investment Advisors's BOND Position: Q2 2026 in Review

1620 Investment Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 29% in Q2 2026, selling an estimated $288K and leaving 7,756 shares worth $715K. The position accounts for 0.44% of the portfolio, ranked #61.

1620 Investment Advisors first reported a position in BOND in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q2 2024. 88 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • 1620 Investment Advisors held 7,756 shares of PIMCO Active Bond Exchange-Traded Fund worth $715K as of Q2 2026.
  • 1620 Investment Advisors sold 3,127 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $288K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.44% of 1620 Investment Advisors's portfolio in Q2 2026, its #61 holding.
  • 1620 Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
  • 1620 Investment Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.21M in Q2 2024.
  • 88 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.