AlphaCore Capital’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

AlphaCore Capital’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	$65.6K	Buy	711 +406	+133%	+$37.4K	﹤0.01%	1254
2026 Q1	$28.1K	Buy	305 +62	+26%	+$5.79K	﹤0.01%	1056
2025 Q4	$22.7K	Buy	+243	New	+$22.7K	﹤0.01%	1243
2024 Q1	–	Sell	-386	Closed	-$35.8K	–	177
2023 Q4	$35.8K	Hold	386	–	–	0.01%	288
2023 Q3	$33.9K	Buy	386 +24	+7%	+$2.16K	0.01%	285
2023 Q2	$33.2K	Buy	362 +155	+75%	+$14.3K	0.01%	260
2023 Q1	$19.2K	Buy	+207	New	+$19.1K	0.01%	184
2022 Q3	–	Sell	-8	Closed	-$1K	–	151
2022 Q2	$1K	Sell	8 -214	-96%	-$20.8K	﹤0.01%	149
2022 Q1	$23K	Sell	222 -196	-47%	-$20.6K	0.01%	107
2021 Q4	$46K	Hold	418	–	–	0.02%	75
2021 Q3	$46K	Sell	418 -63	-13%	-$7.02K	0.02%	83
2021 Q2	$53K	Hold	481	–	–	0.03%	55
2021 Q1	$53K	Buy	481 +13	+3%	+$1.45K	0.04%	39
2020 Q4	$53K	Hold	468	–	–	0.04%	39
2020 Q3	$53K	Hold	468	–	–	0.05%	39
2020 Q2	$52K	Hold	468	–	–	0.05%	46
2020 Q1	$50K	Hold	468	–	–	0.04%	104
2019 Q4	$50K	Buy	+468	New	+$50.7K	0.03%	88

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

AlphaCore Capital's BOND Position: Q2 2026 in Review

AlphaCore Capital increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 133% in Q2 2026, buying an estimated $37.4K and bringing the position to 711 shares worth $65.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

AlphaCore Capital first reported a position in BOND in Q4 2019 and has held it in 18 quarters since. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

AlphaCore Capital held 711 shares of PIMCO Active Bond Exchange-Traded Fund worth $65.6K as of Q2 2026.
AlphaCore Capital bought 406 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $37.4K.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1254 holding.
AlphaCore Capital first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 18 quarters since.
543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.