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

Axxcess 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 		$7.56M Buy
82,004
+4,104
+5% +$378K 0.12% 172
2026
Q1 		$7.19M Buy
77,900
+1,134
+1% +$106K 0.23% 91
2025
Q4 		$7.15M Buy
76,766
+73,077
+1,981% +$6.84M 0.12% 164
2025
Q3 		$344K Hold
3,689
– – 0.01% 714
2025
Q2 		$340K Sell
3,689
-436
-11% -$39.7K 0.01% 690
2025
Q1 		$381K Hold
4,125
– – 0.01% 607
2024
Q4 		$373K Hold
4,125
– – 0.01% 614
2024
Q3 		$390K Hold
4,125
– – 0.01% 611
2024
Q2 		$376K Hold
4,125
– – 0.01% 587
2024
Q1 		$379K Hold
4,125
– – 0.01% 604
2023
Q4 		$381K Hold
4,125
– – 0.01% 577
2023
Q3 		$363K Hold
4,125
– – 0.01% 552
2023
Q2 		$378K Hold
4,125
– – 0.03% 404
2023
Q1 		$383K Hold
4,125
– – 0.03% 429
2022
Q4 		$373K Sell
4,125
-7,792
-65% -$701K 0.03% 410
2022
Q3 		$1.07M Sell
11,917
-148
-1% -$14K 0.1% 181
2022
Q2 		$1.15M Buy
12,065
+665
+6% +$64.6K 0.11% 168
2022
Q1 		$1.16M Buy
11,400
+6,673
+141% +$702K 0.09% 193
2021
Q4 		$517K Buy
+4,727
New +$519K 0.04% 350

Other funds holding BOND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Axxcess Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 5.3% in Q2 2026, buying an estimated $378K and bringing the position to 82,004 shares worth $7.56M. The position accounts for 0.12% of the portfolio, ranked #172.

Axxcess Wealth Management first reported a position in BOND in Q4 2021 and has held it in 19 quarters since. 270 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Axxcess Wealth Management held 82,004 shares of PIMCO Active Bond Exchange-Traded Fund worth $7.56M as of Q2 2026.
  • Axxcess Wealth Management bought 4,104 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $378K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.12% of Axxcess Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Axxcess Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and has held it in 19 quarters since.
  • 270 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.