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

Artemis 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	$286K	Buy	3,105 +39	+1%	+$3.59K	0.03%	54
2026 Q1	$283K	Buy	3,066 +39	+1%	+$3.64K	0.04%	42
2025 Q4	$282K	Buy	3,027 +39	+1%	+$3.65K	0.04%	38
2025 Q3	$279K	Buy	2,988 +38	+1%	+$3.51K	0.03%	33
2025 Q2	$272K	Buy	2,950 +38	+1%	+$3.46K	0.03%	28
2025 Q1	$269K	Buy	2,912 +36	+1%	+$3.29K	0.06%	19
2024 Q4	$260K	Buy	2,876 +36	+1%	+$3.31K	0.05%	32
2024 Q3	$269K	Buy	2,840 +35	+1%	+$3.27K	0.03%	29
2024 Q2	$255K	Buy	2,805 +35	+1%	+$3.17K	0.02%	31
2024 Q1	$254K	Buy	2,770 +31	+1%	+$2.84K	0.03%	32
2023 Q4	$253K	Hold	2,739	–	–	0.05%	22
2023 Q3	$241K	Hold	2,739	–	–	0.05%	26
2023 Q2	$251K	Hold	2,739	–	–	0.05%	27
2023 Q1	$254K	Hold	2,739	–	–	0.07%	19
2022 Q4	$248K	Hold	2,739	–	–	0.08%	22
2022 Q3	$246K	Hold	2,739	–	–	0.06%	25
2022 Q2	$261K	Buy	+2,739	New	+$266K	0.07%	30

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

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

Artemis Wealth Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.3% in Q2 2026, buying an estimated $3.59K and bringing the position to 3,105 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #54.

Artemis Wealth Advisors first reported a position in BOND in Q2 2022 and has held it in 17 quarters since. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Artemis Wealth Advisors held 3,105 shares of PIMCO Active Bond Exchange-Traded Fund worth $286K as of Q2 2026.
Artemis Wealth Advisors bought 39 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $3.59K.
PIMCO Active Bond Exchange-Traded Fund made up 0.03% of Artemis Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Artemis Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2022 and has held it in 17 quarters since.
541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

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