AF
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Affiance Financial’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Affiance Financial’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 		$11.7M Buy
126,883
+29,567
+30% +$2.72M 1.68% 13
2026
Q1 		$8.98M Buy
97,316
+25,536
+36% +$2.38M 1.46% 14
2025
Q4 		$6.68M Buy
71,780
+18,036
+34% +$1.69M 1.07% 14
2025
Q3 		$5.02M Buy
53,744
+6,438
+14% +$594K 0.91% 16
2025
Q2 		$4.36M Buy
47,306
+2,381
+5% +$217K 0.89% 16
2025
Q1 		$4.15M Buy
44,925
+8,706
+24% +$795K 0.97% 16
2024
Q4 		$3.27M Buy
36,219
+4,942
+16% +$455K 0.78% 19
2024
Q3 		$2.96M Buy
31,277
+3,329
+12% +$311K 0.72% 23
2024
Q2 		$2.55M Sell
27,948
-334
-1% -$30.2K 0.66% 25
2024
Q1 		$2.6M Buy
28,282
+9,942
+54% +$910K 0.7% 23
2023
Q4 		$1.7M Buy
18,340
+2,132
+13% +$189K 0.49% 33
2023
Q3 		$1.42M Buy
16,208
+3,600
+29% +$324K 0.72% 31
2023
Q2 		$1.16M Buy
12,608
+4,347
+53% +$401K 0.56% 40
2023
Q1 		$766K Buy
8,261
+2,342
+40% +$216K 0.41% 52
2022
Q4 		$536K Buy
5,919
+489
+9% +$44K 0.22% 67
2022
Q3 		$487K Sell
5,430
-915
-14% -$86.6K 0.27% 47
2022
Q2 		$604K Buy
6,345
+179
+3% +$17.4K 0.33% 45
2022
Q1 		$628K Sell
6,166
-1,901
-24% -$200K 0.31% 49
2021
Q4 		$883K Sell
8,067
-46
-0.6% -$5.05K 0.37% 45
2021
Q3 		$897K Buy
8,113
+31
+0.4% +$3.46K 0.39% 45
2021
Q2 		$897K Sell
8,082
-439
-5% -$48.4K 0.38% 45
2021
Q1 		$933K Buy
8,521
+2,082
+32% +$232K 0.42% 43
2020
Q4 		$728K Buy
6,439
+1,316
+26% +$148K 0.38% 44
2020
Q3 		$576K Buy
5,123
+996
+24% +$112K 0.33% 48
2020
Q2 		$461K Buy
4,127
+1,894
+85% +$207K 0.25% 52
2020
Q1 		$237K Buy
+2,233
New +$243K 0.16% 75

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Affiance Financial's BOND Position: Q2 2026 in Review

Affiance Financial increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 30% in Q2 2026, buying an estimated $2.72M and bringing the position to 126,883 shares worth $11.7M. The position accounts for 1.68% of the portfolio, ranked #13.

Affiance Financial first reported a position in BOND in Q1 2020 and has held it in 26 quarters since. 241 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Affiance Financial held 126,883 shares of PIMCO Active Bond Exchange-Traded Fund worth $11.7M as of Q2 2026.
  • Affiance Financial bought 29,567 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $2.72M.
  • PIMCO Active Bond Exchange-Traded Fund made up 1.68% of Affiance Financial's portfolio in Q2 2026, its #13 holding.
  • Affiance Financial first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2020 and has held it in 26 quarters since.
  • 241 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.