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

Avondale 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	$3.53M	Buy	38,267 +31,167	+439%	+$2.87M	1.44%	14
2026 Q1	$655K	Hold	7,100	–	–	0.32%	39
2025 Q4	$661K	Hold	7,100	–	–	0.34%	32
2025 Q3	$663K	Sell	7,100 -300	-4%	-$27.7K	0.35%	29
2025 Q2	$682K	Buy	7,400 +3,900	+111%	+$355K	0.38%	29
2025 Q1	$324K	Hold	3,500	–	–	0.2%	43
2024 Q4	$316K	Sell	3,500 -350	-9%	-$32.2K	0.2%	40
2024 Q3	$364K	Sell	3,850 -3,000	-44%	-$280K	0.24%	35
2024 Q2	$624K	Hold	6,850	–	–	0.43%	26
2024 Q1	$629K	Sell	6,850 -1,250	-15%	-$114K	0.44%	24
2023 Q4	$749K	Buy	8,100 +5,100	+170%	+$452K	0.6%	22
2023 Q3	$264K	Buy	3,000 +1,000	+50%	+$90K	0.23%	40
2023 Q2	$183K	Hold	2,000	–	–	0.15%	48
2023 Q1	$186K	Sell	2,000 -5,700	-74%	-$527K	0.16%	44
2022 Q4	$697K	Buy	+7,700	New	+$693K	0.6%	15

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

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

Avondale Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 439% in Q2 2026, buying an estimated $2.87M and bringing the position to 38,267 shares worth $3.53M. The position accounts for 1.44% of the portfolio, ranked #14.

Avondale Wealth Management first reported a position in BOND in Q4 2022 and has held it in 15 quarters since. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Avondale Wealth Management held 38,267 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.53M as of Q2 2026.
Avondale Wealth Management bought 31,167 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $2.87M.
PIMCO Active Bond Exchange-Traded Fund made up 1.44% of Avondale Wealth Management's portfolio in Q2 2026, its #14 holding.
Avondale Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

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