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Avantax Advisory Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Avantax Advisory Services’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 		$29.3M Buy
317,898
+54,940
+21% +$5M 0.16% 99
2025
Q1 		$24.3M Buy
262,958
+48,737
+23% +$4.45M 0.15% 104
2024
Q4 		$19.4M Buy
214,221
+14,695
+7% +$1.35M 0.12% 130
2024
Q3 		$18.9M Buy
199,526
+27,121
+16% +$2.53M 0.12% 127
2024
Q2 		$15.7M Buy
172,405
+17,321
+11% +$1.57M 0.11% 140
2024
Q1 		$14.2M Buy
155,084
+34,835
+29% +$3.19M 0.13% 122
2023
Q4 		$11.1M Buy
120,249
+67,426
+128% +$5.98M 0.11% 144
2023
Q3 		$4.64M Buy
52,823
+5,280
+11% +$475K 0.05% 272
2023
Q2 		$4.36M Buy
47,543
+9,787
+26% +$902K 0.05% 285
2023
Q1 		$3.5M Buy
37,756
+21,788
+136% +$2.01M 0.04% 315
2022
Q4 		$1.44M Buy
15,968
+3,319
+26% +$299K 0.02% 513
2022
Q3 		$1.14M Buy
12,649
+4,171
+49% +$395K 0.02% 522
2022
Q2 		$808K Sell
8,478
-7,684
-48% -$747K 0.01% 611
2022
Q1 		$1.64M Buy
16,162
+583
+4% +$61.4K 0.02% 421
2021
Q4 		$1.7M Sell
15,579
-2,599
-14% -$285K 0.03% 395
2021
Q3 		$2.01M Buy
18,178
+5
+0% +$557 0.03% 333
2021
Q2 		$2.02M Sell
18,173
-2,177
-11% -$240K 0.04% 321
2021
Q1 		$2.23M Buy
20,350
+5,957
+41% +$663K 0.05% 269
2020
Q4 		$1.63M Sell
14,393
-13,988
-49% -$1.57M 0.04% 305
2020
Q3 		$3.19M Buy
28,381
+18,530
+188% +$2.08M 0.05% 271
2020
Q2 		$1.1M Sell
9,851
-3,641
-27% -$399K 0.03% 325
2020
Q1 		$1.43M Buy
13,492
+5,127
+61% +$557K 0.04% 243
2019
Q4 		$899K Buy
+8,365
New +$906K 0.02% 357

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 $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's BOND Position: Q2 2025 in Review

Avantax Advisory Services increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 21% in Q2 2025, buying an estimated $5M and bringing the position to 317,898 shares worth $29.3M. The position accounts for 0.16% of the portfolio, ranked #99.

Avantax Advisory Services first reported a position in BOND in Q4 2019 and has held it in 23 quarters since. 467 funds tracked by Wall St. Rank hold BOND as of Q2 2025.

  • Avantax Advisory Services held 317,898 shares of PIMCO Active Bond Exchange-Traded Fund worth $29.3M as of Q2 2025.
  • Avantax Advisory Services bought 54,940 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2025, an estimated $5M.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.16% of Avantax Advisory Services's portfolio in Q2 2025, its #99 holding.
  • Avantax Advisory Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 23 quarters since.
  • 467 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.