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

Avaii 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 		$298K Buy
3,228
+281
+10% +$25.9K 0.09% 138
2026
Q1 		$272K Sell
2,947
-567
-16% -$52.9K 0.09% 130
2025
Q4 		$327K Sell
3,514
-37
-1% -$3.46K 0.12% 105
2025
Q3 		$332K Sell
3,551
-293
-8% -$27K 0.13% 100
2025
Q2 		$354K Buy
3,844
+36
+0.9% +$3.27K 0.16% 85
2025
Q1 		$352K Buy
3,808
+1,398
+58% +$128K 0.19% 71
2024
Q4 		$218K Buy
+2,410
New +$222K 0.11% 120
2024
Q2 		– Sell
-2,233
Closed -$205K – 144
2024
Q1 		$205K Sell
2,233
-179
-7% -$16.4K 0.12% 135
2023
Q4 		$223K Sell
2,412
-548
-19% -$48.6K 0.15% 128
2023
Q3 		$260K Sell
2,960
-3,317
-53% -$299K 0.2% 107
2023
Q2 		$575K Buy
6,277
+1,509
+32% +$139K 0.44% 54
2023
Q1 		$442K Buy
4,768
+923
+24% +$85.3K 0.39% 57
2022
Q4 		$348K Buy
+3,845
New +$346K 0.31% 80

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

Avaii Wealth Management's BOND Position: Q2 2026 in Review

Avaii Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 9.5% in Q2 2026, buying an estimated $25.9K and bringing the position to 3,228 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #138.

Avaii Wealth Management first reported a position in BOND in Q4 2022 and has held it in 13 quarters since. The position peaked at $575K in Q2 2023. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Avaii Wealth Management held 3,228 shares of PIMCO Active Bond Exchange-Traded Fund worth $298K as of Q2 2026.
  • Avaii Wealth Management bought 281 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $25.9K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.09% of Avaii Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Avaii Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 13 quarters since.
  • Avaii Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $575K in Q2 2023.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

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