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

21 West 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 Q2	$3.58M	Buy	38,776 +214	+0.6%	+$19.7K	3.05%	9
2026 Q1	$3.56M	Buy	38,562 +1,527	+4%	+$142K	3.31%	9
2025 Q4	$3.45M	Buy	37,035 +1,056	+3%	+$98.8K	3.15%	8
2025 Q3	$3.36M	Buy	35,979 +3,363	+10%	+$310K	3.19%	8
2025 Q2	$3.01M	Buy	+32,616	New	+$2.97M	3.03%	7

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

21 West Wealth Management's BOND Position: Q2 2026 in Review

21 West Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.55% in Q2 2026, buying an estimated $19.7K and bringing the position to 38,776 shares worth $3.58M. The position accounts for 3.05% of the portfolio, ranked #9.

21 West Wealth Management first reported a position in BOND in Q2 2025 and has held it in 5 quarters since. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

21 West Wealth Management held 38,776 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.58M as of Q2 2026.
21 West Wealth Management bought 214 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $19.7K.
PIMCO Active Bond Exchange-Traded Fund made up 3.05% of 21 West Wealth Management's portfolio in Q2 2026, its #9 holding.
21 West Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.