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

AE 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 		$170M Sell
1,843,273
-49,316
-3% -$4.54M 0.79% 20
2026
Q1 		$175M Buy
1,892,589
+410,522
+28% +$38.3M 0.94% 15
2025
Q4 		$138M Buy
1,482,067
+477,930
+48% +$44.7M 0.79% 17
2025
Q3 		$93.7M Buy
1,004,137
+186,462
+23% +$17.2M 0.6% 32
2025
Q2 		$75.4M Buy
817,675
+171,810
+27% +$15.6M 0.55% 35
2025
Q1 		$59.7M Buy
645,865
+127,988
+25% +$11.7M 0.5% 45
2024
Q4 		$46.8M Buy
517,877
+137,170
+36% +$12.6M 0.4% 59
2024
Q3 		$36M Buy
380,707
+285,459
+300% +$26.6M 0.33% 79
2024
Q2 		$8.68M Buy
95,248
+57,008
+149% +$5.16M 0.09% 242
2024
Q1 		$3.51M Sell
38,240
-2,994
-7% -$274K 0.04% 376
2023
Q4 		$3.78M Sell
41,234
-14,217
-26% -$1.26M 0.02% 683
2023
Q3 		$4.87M Sell
55,451
-4,120
-7% -$371K 0.03% 551
2023
Q2 		$5.46M Buy
59,571
+26,601
+81% +$2.45M 0.03% 511
2023
Q1 		$3.06M Buy
32,970
+29,503
+851% +$2.73M 0.02% 659
2022
Q4 		$314K Sell
3,467
-127
-4% -$11.4K ﹤0.01% 1483
2022
Q3 		$322K Sell
3,594
-263
-7% -$24.9K ﹤0.01% 1446
2022
Q2 		$367K Sell
3,857
-655
-15% -$63.6K ﹤0.01% 1346
2022
Q1 		$459K Sell
4,512
-18,306
-80% -$1.93M ﹤0.01% 1260
2021
Q4 		$2.5M Sell
22,818
-1,308
-5% -$144K 0.02% 628
2021
Q3 		$2.67M Buy
24,126
+16,982
+238% +$1.89M 0.02% 552
2021
Q2 		$793K Buy
7,144
+1,174
+20% +$130K 0.01% 926
2021
Q1 		$653K Sell
5,970
-24,648
-81% -$2.74M 0.01% 911
2020
Q4 		$3.46M Buy
30,618
+25,148
+460% +$2.82M 0.04% 348
2020
Q3 		$615K Sell
5,470
-186,028
-97% -$20.9M 0.01% 806
2020
Q2 		$21.4M Buy
191,498
+188,740
+6,843% +$20.7M 0.33% 67
2020
Q1 		$293K Sell
2,758
-538
-16% -$58.5K 0.01% 884
2019
Q4 		$355K Sell
3,296
-133
-4% -$14.4K 0.01% 843
2019
Q3 		$373K Sell
3,429
-1,055
-24% -$114K 0.01% 698
2019
Q2 		$482K Buy
+4,484
New +$475K 0.01% 596
2019
Q1 		– Sell
-2,293
Closed -$236K – 643
2018
Q4 		$236K Buy
2,293
+23
+1% +$2.34K 0.04% 401
2018
Q3 		$232K Buy
+2,270
New +$234K 0.01% 518

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
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

AE Wealth Management's BOND Position: Q2 2026 in Review

AE Wealth Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.6% in Q2 2026, selling an estimated $4.54M and leaving 1,843,273 shares worth $170M. The position accounts for 0.79% of the portfolio, ranked #20.

AE Wealth Management first reported a position in BOND in Q3 2018 and has held it in 31 quarters since. The position peaked at $175M in Q1 2026. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • AE Wealth Management held 1,843,273 shares of PIMCO Active Bond Exchange-Traded Fund worth $170M as of Q2 2026.
  • AE Wealth Management sold 49,316 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $4.54M.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.79% of AE Wealth Management's portfolio in Q2 2026, its #20 holding.
  • AE Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2018 and has held it in 31 quarters since.
  • AE Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $175M in Q1 2026.
  • 541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.