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Avidian Wealth Enterprises’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Avidian Wealth Enterprises’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 		$295K Buy
3,194
+4
+0.1% +$368 0.01% 603
2026
Q1 		$294K Buy
3,190
+440
+16% +$41.1K 0.01% 547
2025
Q4 		$256K Buy
2,750
+4
+0.1% +$374 0.01% 506
2025
Q3 		$256K Buy
2,746
+4
+0.1% +$369 0.01% 498
2025
Q2 		$253K Buy
2,742
+4
+0.1% +$364 0.01% 472
2025
Q1 		$253K Buy
2,738
+5
+0.2% +$457 0.01% 454
2024
Q4 		$247K Buy
2,733
+1
+0% +$92 0.01% 440
2024
Q3 		$258K Hold
2,732
– – 0.01% 425
2024
Q2 		$249K Buy
+2,732
New +$247K 0.01% 431
2024
Q1 		– Sell
-5,696
Closed -$527K – 441
2023
Q4 		$527K Buy
+5,696
New +$505K 0.03% 254
2022
Q3 		– Sell
-2,503
Closed -$238K – 423
2022
Q2 		$238K Sell
2,503
-2,033
-45% -$198K 0.02% 393
2022
Q1 		$462K Sell
4,536
-2,588
-36% -$272K 0.03% 315
2021
Q4 		$779K Sell
7,124
-3,861
-35% -$424K 0.05% 226
2021
Q3 		$1.21M Buy
10,985
+4,322
+65% +$482K 0.09% 118
2021
Q2 		$739K Buy
6,663
+36
+0.5% +$3.97K 0.06% 159
2021
Q1 		$725K Sell
6,627
-796
-11% -$88.6K 0.06% 160
2020
Q4 		$840K Buy
7,423
+18
+0.2% +$2.02K 0.08% 123
2020
Q3 		$833K Buy
+7,405
New +$833K 0.09% 110

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

Avidian Wealth Enterprises's BOND Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.13% in Q2 2026, buying an estimated $368 and bringing the position to 3,194 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #603.

Avidian Wealth Enterprises first reported a position in BOND in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.21M in Q3 2021. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Avidian Wealth Enterprises held 3,194 shares of PIMCO Active Bond Exchange-Traded Fund worth $295K as of Q2 2026.
  • Avidian Wealth Enterprises bought 4 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $368.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #603 holding.
  • Avidian Wealth Enterprises first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2020 and has held it in 18 quarters since.
  • Avidian Wealth Enterprises's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.21M in Q3 2021.
  • 541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.