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Advyzon Investment Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Advyzon Investment 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 		$403K Sell
4,366
-944
-18% -$86.9K 0.03% 539
2026
Q1 		$490K Buy
+5,310
New +$495K 0.04% 408

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

Advyzon Investment Management's BOND Position: Q2 2026 in Review

Advyzon Investment Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 18% in Q2 2026, selling an estimated $86.9K and leaving 4,366 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #539.

Advyzon Investment Management first reported a position in BOND in Q1 2026 and has held it in 2 quarters since. The position peaked at $490K in Q1 2026. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Advyzon Investment Management held 4,366 shares of PIMCO Active Bond Exchange-Traded Fund worth $403K as of Q2 2026.
  • Advyzon Investment Management sold 944 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $86.9K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #539 holding.
  • Advyzon Investment Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • Advyzon Investment Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $490K in Q1 2026.
  • 541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.