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

Advisor Resource Council’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
2025 Q2	–	Sell	-3,231	Closed	-$299K	–	235
2025 Q1	$299K	Buy	+3,231	New	+$295K	0.02%	465
2024 Q1	–	Sell	-3,530	Closed	-$326K	–	269
2023 Q4	$326K	Buy	+3,530	New	+$313K	0.04%	328
2022 Q3	–	Sell	-6,373	Closed	-$607K	–	196
2022 Q2	$607K	Buy	+6,373	New	+$619K	0.06%	263
2022 Q1	–	Sell	-7,857	Closed	-$860K	–	256
2021 Q4	$860K	Buy	+7,857	New	+$863K	0.07%	259
2021 Q3	–	Sell	-8,063	Closed	-$895K	–	253
2021 Q2	$895K	Buy	+8,063	New	+$889K	0.09%	220

Other funds holding BOND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Resource Council's BOND Position: Q2 2025 in Review

Advisor Resource Council sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2025, closing a stake of 3,231 shares — an estimated $299K sold.

Advisor Resource Council first reported a position in BOND in Q2 2021 and held it in 5 quarters. The position peaked at $895K in Q2 2021. 467 funds tracked by Wall St. Rank hold BOND as of Q2 2025.

Advisor Resource Council reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 3,231 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2025, an estimated $299K.
Advisor Resource Council first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's PIMCO Active Bond Exchange-Traded Fund position peaked at $895K in Q2 2021.
467 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.