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Asset One Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Asset One Wealth 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 		$1.49M Sell
16,325
-325
-2% -$29.9K 0.16% 124
2026
Q1 		$1.54M Sell
16,650
-472
-3% -$44K 0.17% 125
2025
Q4 		$1.59M Buy
+17,122
New +$1.6M 0.22% 106

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

Asset One Wealth Management's BOND Position: Q2 2026 in Review

Asset One Wealth Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2% in Q2 2026, selling an estimated $29.9K and leaving 16,325 shares worth $1.49M. The position accounts for 0.16% of the portfolio, ranked #124.

Asset One Wealth Management first reported a position in BOND in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.59M in Q4 2025. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Asset One Wealth Management held 16,325 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.49M as of Q2 2026.
  • Asset One Wealth Management sold 325 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $29.9K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.16% of Asset One Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Asset One Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • Asset One Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.59M in Q4 2025.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.