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

Appalachian Capital 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 		$899K Sell
9,747
-69
-0.7% -$6.35K 0.65% 15
2026
Q1 		$906K Sell
9,816
-153
-2% -$14.3K 0.73% 15
2025
Q4 		$928K Buy
+9,969
New +$933K 0.74% 14

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LPL Financial
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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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Appalachian Capital Management's BOND Position: Q2 2026 in Review

Appalachian Capital Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.7% in Q2 2026, selling an estimated $6.35K and leaving 9,747 shares worth $899K. The position accounts for 0.65% of the portfolio, ranked #15.

Appalachian Capital Management first reported a position in BOND in Q4 2025 and has held it in 3 quarters since. The position peaked at $928K in Q4 2025. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Appalachian Capital Management held 9,747 shares of PIMCO Active Bond Exchange-Traded Fund worth $899K as of Q2 2026.
  • Appalachian Capital Management sold 69 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $6.35K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.65% of Appalachian Capital Management's portfolio in Q2 2026, its #15 holding.
  • Appalachian Capital Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • Appalachian Capital Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $928K in Q4 2025.
  • 541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Appalachian Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.