Aviance Capital Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Aviance Capital Partners’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	$5.91M	Buy	64,141 +5,868	+10%	+$540K	0.61%	31
2026 Q1	$5.38M	Buy	58,273 +2,216	+4%	+$207K	0.63%	32
2025 Q4	$5.22M	Buy	56,057 +458	+0.8%	+$42.8K	0.6%	35
2025 Q3	$5.19M	Buy	55,599 +1,635	+3%	+$151K	0.62%	34
2025 Q2	$4.97M	Buy	53,964 +1,726	+3%	+$157K	0.65%	34
2025 Q1	$4.83M	Buy	52,238 +4,756	+10%	+$434K	0.68%	34
2024 Q4	$4.29M	Buy	47,482 +1,736	+4%	+$160K	0.59%	37
2024 Q3	$4.33M	Sell	45,746 -2,446	-5%	-$228K	0.57%	42
2024 Q2	$4.39M	Sell	48,192 -272	-0.6%	-$24.6K	0.62%	37
2024 Q1	$4.45M	Buy	48,464 +782	+2%	+$71.5K	0.66%	38
2023 Q4	$4.41M	Sell	47,682 -5,860	-11%	-$519K	0.94%	26
2023 Q3	$4.71M	Sell	53,542 -3,625	-6%	-$326K	1.06%	24
2023 Q2	$5.24M	Sell	57,167 -457	-0.8%	-$42.1K	1.11%	20
2023 Q1	$5.34M	Sell	57,624 -1,327	-2%	-$123K	1.19%	16
2022 Q4	$5.33M	Sell	58,951 -2,389	-4%	-$215K	1.24%	16
2022 Q3	$5.5M	Sell	61,340 -1,656	-3%	-$157K	1.37%	6
2022 Q2	$6M	Sell	62,996 -4,365	-6%	-$424K	1.34%	9
2022 Q1	$6.86M	Buy	67,361 +4,909	+8%	+$517K	1.26%	10
2021 Q4	$6.83M	Sell	62,452 -1,043	-2%	-$115K	1.14%	20
2021 Q3	$7.02M	Buy	63,495 +18,033	+40%	+$2.01M	1.24%	16
2021 Q2	$5.04M	Buy	45,462 +6,094	+15%	+$672K	0.88%	30
2021 Q1	$4.31M	Buy	39,368 +3,692	+10%	+$411K	0.83%	31
2020 Q4	$4.04M	Sell	35,676 -515	-1%	-$57.8K	0.82%	25
2020 Q3	$4.07M	Buy	36,191 +6,366	+21%	+$716K	0.92%	25
2020 Q2	$3.33M	Buy	29,825 +4,087	+16%	+$448K	0.82%	27
2020 Q1	$2.73M	Buy	25,738 +1,583	+7%	+$172K	0.86%	25
2019 Q4	$2.6M	Buy	24,155 +5,395	+29%	+$584K	0.67%	39
2019 Q3	$2.04M	Buy	+18,760	New	+$2.03M	0.6%	41

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

Aviance Capital Partners's BOND Position: Q2 2026 in Review

Aviance Capital Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 10% in Q2 2026, buying an estimated $540K and bringing the position to 64,141 shares worth $5.91M. The position accounts for 0.61% of the portfolio, ranked #31.

Aviance Capital Partners first reported a position in BOND in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.02M in Q3 2021. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Aviance Capital Partners held 64,141 shares of PIMCO Active Bond Exchange-Traded Fund worth $5.91M as of Q2 2026.
Aviance Capital Partners bought 5,868 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $540K.
PIMCO Active Bond Exchange-Traded Fund made up 0.61% of Aviance Capital Partners's portfolio in Q2 2026, its #31 holding.
Aviance Capital Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2019 and has held it in 28 quarters since.
Aviance Capital Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $7.02M in Q3 2021.
543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.