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Atria Wealth Solutions’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$2.23M Sell
24,322
-32,676
-57% -$2.97M 0.05% 389
2025
Q1 		$5.27M Buy
56,998
+27,663
+94% +$2.53M 0.06% 323
2024
Q4 		$2.66M Sell
29,335
-27,122
-48% -$2.5M 0.03% 544
2024
Q3 		$5.34M Buy
56,457
+1,626
+3% +$152K 0.06% 327
2024
Q2 		$4.99M Buy
54,831
+25,886
+89% +$2.34M 0.06% 346
2024
Q1 		$2.66M Buy
28,945
+1,802
+7% +$165K 0.03% 541
2023
Q4 		$2.51M Sell
27,143
-690
-2% -$61.2K 0.03% 535
2023
Q3 		$2.45M Sell
27,833
-788
-3% -$70.9K 0.03% 494
2023
Q2 		$2.62M Buy
28,621
+1,415
+5% +$130K 0.04% 482
2023
Q1 		$2.52M Buy
27,206
+5,789
+27% +$535K 0.04% 461
2022
Q4 		$1.94M Sell
21,417
-2,513
-11% -$226K 0.03% 524
2022
Q3 		$2.15M Buy
23,930
+3,690
+18% +$349K 0.04% 462
2022
Q2 		$1.93M Sell
20,240
-2,642
-12% -$257K 0.04% 456
2022
Q1 		$2.33M Buy
+22,882
New +$2.41M 0.04% 436

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's BOND Position: Q2 2025 in Review

Atria Wealth Solutions reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 57% in Q2 2025, selling an estimated $2.97M and leaving 24,322 shares worth $2.23M. The position accounts for 0.05% of the portfolio, ranked #389.

Atria Wealth Solutions first reported a position in BOND in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.34M in Q3 2024. 470 funds tracked by Wall St. Rank hold BOND as of Q2 2025.

  • Atria Wealth Solutions held 24,322 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.23M as of Q2 2025.
  • Atria Wealth Solutions sold 32,676 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2025, an estimated $2.97M.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #389 holding.
  • Atria Wealth Solutions first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's PIMCO Active Bond Exchange-Traded Fund position peaked at $5.34M in Q3 2024.
  • 470 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.