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Advisor OS’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Advisor OS’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 		$4.48M Buy
48,590
+10,096
+26% +$930K 0.3% 57
2026
Q1 		$3.55M Buy
38,494
+1,367
+4% +$128K 0.26% 65
2025
Q4 		$3.46M Buy
37,127
+22,901
+161% +$2.14M 0.28% 57
2025
Q3 		$1.33M Buy
14,226
+1,730
+14% +$160K 0.11% 112
2025
Q2 		$1.15M Buy
12,496
+1,658
+15% +$151K 0.11% 127
2025
Q1 		$1M Buy
10,838
+3,391
+46% +$310K 0.11% 125
2024
Q4 		$673K Buy
7,447
+659
+10% +$60.7K 0.08% 173
2024
Q3 		$642K Buy
6,788
+268
+4% +$25K 0.06% 223
2024
Q2 		$594K Buy
6,520
+3,020
+86% +$273K 0.07% 225
2024
Q1 		$322K Buy
3,500
+870
+33% +$79.6K 0.04% 301
2023
Q4 		$243K Buy
+2,630
New +$233K 0.03% 289

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Advisor OS's BOND Position: Q2 2026 in Review

Advisor OS increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 26% in Q2 2026, buying an estimated $930K and bringing the position to 48,590 shares worth $4.48M. The position accounts for 0.3% of the portfolio, ranked #57.

Advisor OS first reported a position in BOND in Q4 2023 and has held it in 11 quarters since. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Advisor OS held 48,590 shares of PIMCO Active Bond Exchange-Traded Fund worth $4.48M as of Q2 2026.
  • Advisor OS bought 10,096 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $930K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.3% of Advisor OS's portfolio in Q2 2026, its #57 holding.
  • Advisor OS first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.