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Arbor Trust Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Arbor Trust Wealth Advisors’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 		$700K Buy
7,593
+827
+12% +$76.1K 0.28% 54
2026
Q1 		$624K Buy
6,766
+2,274
+51% +$212K 0.27% 57
2025
Q4 		$420K Buy
4,492
+667
+17% +$62.4K 0.18% 64
2025
Q3 		$357K Sell
3,825
-1,143
-23% -$105K 0.16% 68
2025
Q2 		$458K Sell
4,968
-3,775
-43% -$343K 0.22% 61
2025
Q1 		$808K Sell
8,743
-66
-0.7% -$6.03K 0.38% 55
2024
Q4 		$800K Sell
8,809
-618
-7% -$56.9K 0.37% 55
2024
Q3 		$859K Hold
9,427
– – 0.45% 51
2024
Q2 		$859K Sell
9,427
-4,161
-31% -$376K 0.45% 51
2024
Q1 		$1.22M Sell
13,588
-26,103
-66% -$2.39M 0.67% 39
2023
Q4 		$3.68M Sell
39,691
-6,242
-14% -$553K 2.19% 15
2023
Q3 		$4.04M Sell
45,933
-4,111
-8% -$370K 2.66% 14
2023
Q2 		$4.59M Sell
50,044
-303
-0.6% -$27.9K 2.92% 11
2023
Q1 		$4.67M Buy
50,347
+1,916
+4% +$177K 3.07% 10
2022
Q4 		$4.4M Buy
48,431
+5,724
+13% +$515K 3.03% 10
2022
Q3 		$3.84M Buy
42,707
+15,414
+56% +$1.46M 2.92% 12
2022
Q2 		$2.6M Sell
27,293
-1,375
-5% -$134K 1.81% 16
2022
Q1 		$2.92M Sell
28,668
-1,839
-6% -$194K 1.75% 18
2021
Q4 		$3.35M Buy
30,507
+1,107
+4% +$122K 1.93% 15
2021
Q3 		$3.25M Buy
29,400
+866
+3% +$96.6K 2.03% 15
2021
Q2 		$3.17M Buy
28,534
+1,508
+6% +$166K 1.99% 15
2021
Q1 		$2.96M Buy
27,026
+1,721
+7% +$192K 1.97% 15
2020
Q4 		$2.87M Buy
25,305
+1,377
+6% +$155K 2.08% 14
2020
Q3 		$2.69M Buy
23,928
+818
+4% +$92K 2.33% 12
2020
Q2 		$2.58M Sell
23,110
-2,077
-8% -$227K 2.33% 12
2020
Q1 		$2.67M Buy
25,187
+1,269
+5% +$138K 2.83% 11
2019
Q4 		$2.59M Buy
+23,918
New +$2.59M 2.21% 12

Other funds holding BOND

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

Arbor Trust Wealth Advisors's BOND Position: Q2 2026 in Review

Arbor Trust Wealth Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 12% in Q2 2026, buying an estimated $76.1K and bringing the position to 7,593 shares worth $700K. The position accounts for 0.28% of the portfolio, ranked #54.

Arbor Trust Wealth Advisors first reported a position in BOND in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.67M in Q1 2023. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Arbor Trust Wealth Advisors held 7,593 shares of PIMCO Active Bond Exchange-Traded Fund worth $700K as of Q2 2026.
  • Arbor Trust Wealth Advisors bought 827 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $76.1K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.28% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Arbor Trust Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 27 quarters since.
  • Arbor Trust Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $4.67M in Q1 2023.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.