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

Apella 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 		$302K Buy
3,305
+15
+0.5% +$1.38K ﹤0.01% 580
2026
Q1 		$306K Sell
3,290
-133
-4% -$12.4K ﹤0.01% 551
2025
Q4 		$319K Sell
3,423
-271
-7% -$25.4K 0.01% 426
2025
Q3 		$348K Sell
3,694
-24
-0.6% -$2.21K 0.01% 373
2025
Q2 		$339K Sell
3,718
-109
-3% -$9.92K 0.01% 332
2025
Q1 		$347K Sell
3,827
-84
-2% -$7.67K 0.01% 287
2024
Q4 		$354K Sell
3,911
-513
-12% -$47.2K 0.01% 265
2024
Q3 		$418K Sell
4,424
-1,052
-19% -$98.2K 0.02% 232
2024
Q2 		$501K Sell
5,476
-558
-9% -$50.5K 0.02% 206
2024
Q1 		$548K Sell
6,034
-345
-5% -$31.6K 0.03% 185
2023
Q4 		$585K Sell
6,379
-3,540
-36% -$314K 0.03% 175
2023
Q3 		$872K Sell
9,919
-414
-4% -$37.3K 0.06% 126
2023
Q2 		$947K Buy
+10,333
New +$953K 0.07% 120
2022
Q4 		$991K Sell
10,954
-1,685
-13% -$152K 0.09% 109
2022
Q3 		$1.13M Sell
12,639
-1,715
-12% -$162K 0.13% 92
2022
Q2 		$1.37M Sell
14,354
-1,250
-8% -$121K 0.16% 82
2022
Q1 		$1.59M Sell
15,604
-5,332
-25% -$561K 0.22% 68
2021
Q4 		$2.29M Sell
20,936
-37,320
-64% -$4.1M 0.29% 57
2021
Q3 		$6.44M Buy
58,256
+5,734
+11% +$639K 0.93% 29
2021
Q2 		$5.83M Buy
+52,522
New +$5.79M 0.96% 29

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 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
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
LIP
Lynch Investment Planning Newtown Square, Pennsylvania $130M AUM

Apella Capital's BOND Position: Q2 2026 in Review

Apella Capital increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.46% in Q2 2026, buying an estimated $1.38K and bringing the position to 3,305 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Apella Capital first reported a position in BOND in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.44M in Q3 2021. 88 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Apella Capital held 3,305 shares of PIMCO Active Bond Exchange-Traded Fund worth $302K as of Q2 2026.
  • Apella Capital bought 15 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $1.38K.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #580 holding.
  • Apella Capital first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2021 and has held it in 20 quarters since.
  • Apella Capital's PIMCO Active Bond Exchange-Traded Fund position peaked at $6.44M in Q3 2021.
  • 88 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.