RCAL
BOND icon

Rose Capital Advisors LLC’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Rose Capital Advisors LLC’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 		$335K Buy
+3,629
New +$334K 0.17% 78

Other funds holding BOND

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 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

Rose Capital Advisors LLC's BOND Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026: 3,629 shares worth $335K. The stake represents 0.17% of the portfolio and ranks #78 among its holdings.

352 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Rose Capital Advisors LLC held 3,629 shares of PIMCO Active Bond Exchange-Traded Fund worth $335K as of Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund was a new Rose Capital Advisors LLC position in Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.17% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #78 holding.
  • 352 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.