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

Arkadios 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 		$3.07M Buy
33,327
+9,769
+41% +$899K 0.05% 388
2026
Q1 		$2.17M Buy
23,558
+12,602
+115% +$1.18M 0.04% 481
2025
Q4 		$1.02M Sell
10,956
-163
-1% -$15.3K 0.02% 693
2025
Q3 		$1.04M Buy
11,119
+99
+0.9% +$9.13K 0.02% 623
2025
Q2 		$1.02M Buy
11,020
+543
+5% +$49.4K 0.03% 566
2025
Q1 		$969K Buy
10,477
+4,935
+89% +$451K 0.04% 469
2024
Q4 		$501K Buy
5,542
+320
+6% +$29.5K 0.03% 543
2024
Q3 		$494K Buy
+5,222
New +$487K 0.03% 540

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

Arkadios Wealth Advisors's BOND Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 41% in Q2 2026, buying an estimated $899K and bringing the position to 33,327 shares worth $3.07M. The position accounts for 0.05% of the portfolio, ranked #388.

Arkadios Wealth Advisors first reported a position in BOND in Q3 2024 and has held it in 8 quarters since. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Arkadios Wealth Advisors held 33,327 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.07M as of Q2 2026.
  • Arkadios Wealth Advisors bought 9,769 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $899K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #388 holding.
  • Arkadios Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.