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

Avior 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 		$2.53M Sell
27,393
-10,349
-27% -$953K 0.07% 222
2026
Q1 		$3.48M Buy
+37,742
New +$3.52M 0.1% 180
2025
Q1 		– Sell
-912
Closed -$82.5K – 934
2024
Q4 		$82.5K Sell
912
-27
-3% -$2.48K ﹤0.01% 956
2024
Q3 		$88.9K Sell
939
-243
-21% -$22.7K ﹤0.01% 920
2024
Q2 		$108K Buy
1,182
+11
+0.9% +$995 ﹤0.01% 842
2024
Q1 		$108K Buy
1,171
+701
+149% +$64.1K 0.01% 934
2023
Q4 		$43.5K Hold
470
– – ﹤0.01% 756
2023
Q3 		$41.4K Sell
470
-153
-25% -$13.8K ﹤0.01% 794
2023
Q2 		$57.1K Sell
623
-1,043
-63% -$96.2K ﹤0.01% 730
2023
Q1 		$155K Buy
1,666
+475
+40% +$43.9K 0.01% 566
2022
Q4 		$108K Buy
1,191
+11
+0.9% +$990 0.01% 527
2022
Q3 		$105K Sell
1,180
-1,072
-48% -$101K 0.01% 518
2022
Q2 		$214K Sell
2,252
-78
-3% -$7.58K 0.02% 411
2022
Q1 		$237K Sell
2,330
-859
-27% -$90.4K 0.02% 411
2021
Q4 		$348K Sell
3,189
-44
-1% -$4.83K 0.03% 372
2021
Q3 		$357K Sell
3,233
-123
-4% -$13.7K 0.03% 361
2021
Q2 		$372K Sell
3,356
-75
-2% -$8.27K 0.04% 339
2021
Q1 		$375K Sell
3,431
-142
-4% -$15.8K 0.04% 332
2020
Q4 		$404K Sell
3,573
-1,074
-23% -$121K 0.05% 307
2020
Q3 		$522K Sell
4,647
-7,450
-62% -$838K 0.07% 228
2020
Q2 		$1.35M Buy
+12,097
New +$1.32M 0.21% 112
2019
Q3 		– Sell
-108
Closed -$12K – 784
2019
Q2 		$12K Buy
+108
New +$11.4K ﹤0.01% 574

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

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

Avior Wealth Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 27% in Q2 2026, selling an estimated $953K and leaving 27,393 shares worth $2.53M. The position accounts for 0.07% of the portfolio, ranked #222.

Avior Wealth Management first reported a position in BOND in Q2 2019 and has held it in 22 quarters since. The position peaked at $3.48M in Q1 2026. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Avior Wealth Management held 27,393 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.53M as of Q2 2026.
  • Avior Wealth Management sold 10,349 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $953K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.07% of Avior Wealth Management's portfolio in Q2 2026, its #222 holding.
  • Avior Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2019 and has held it in 22 quarters since.
  • Avior Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.48M in Q1 2026.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.