BRWA
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B. Riley Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

B. Riley Wealth Advisors’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 		$7.36M Buy
79,481
+5,455
+7% +$502K 0.39% 56
2026
Q1 		$6.81M Buy
74,026
+4,154
+6% +$388K 0.43% 51
2025
Q4 		$6.5M Buy
69,872
+9,161
+15% +$857K 0.3% 70
2025
Q3 		$5.67M Sell
60,711
-34,156
-36% -$3.15M 0.26% 80
2025
Q2 		$8.74M Buy
+94,867
New +$8.63M 0.41% 41
2024
Q4 		$11.4M Sell
125,813
-9,125
-7% -$840K 0.37% 52
2024
Q3 		$12.7M Sell
134,938
-18,842
-12% -$1.76M 0.35% 55
2024
Q2 		$14M Sell
153,780
-2,916
-2% -$264K 0.36% 51
2024
Q1 		$13.8M Buy
156,696
+56,262
+56% +$5.15M 0.37% 54
2023
Q4 		$9.32M Sell
100,434
-56,262
-36% -$4.99M 0.25% 80
2023
Q3 		$13.8M Buy
156,696
+57,173
+57% +$5.15M 0.37% 54
2023
Q2 		$9.12M Sell
99,523
-8,437
-8% -$778K 0.2% 98
2023
Q1 		$10M Buy
107,960
+3,314
+3% +$306K 0.27% 77
2022
Q4 		$9.5M Sell
104,646
-14,012
-12% -$1.26M 0.27% 81
2022
Q3 		$10.6M Buy
118,658
+113,801
+2,343% +$10.8M 0.32% 68
2022
Q2 		$463K Sell
4,857
-738
-13% -$71.7K 0.02% 690
2022
Q1 		$570K Sell
5,595
-402
-7% -$42.3K 0.02% 683
2021
Q4 		$657K Sell
5,997
-216
-3% -$23.7K 0.02% 684
2021
Q3 		$687K Buy
6,213
+77
+1% +$8.59K 0.02% 655
2021
Q2 		$681K Buy
6,136
+1,537
+33% +$170K 0.02% 648
2021
Q1 		$504K Buy
+4,599
New +$512K 0.02% 725
2014
Q3 		– Sell
-68
Closed -$7.4K – 793
2014
Q2 		$7.4K Buy
+68
New +$7.34K ﹤0.01% 1903
2013
Q4 		– Sell
-1,711
Closed -$181K – 680
2013
Q3 		$181K Sell
1,711
-2,160
-56% -$227K 0.06% 365
2013
Q2 		$408K Buy
+3,871
New +$422K 0.14% 175

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

B. Riley Wealth Advisors's BOND Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 7.4% in Q2 2026, buying an estimated $502K and bringing the position to 79,481 shares worth $7.36M. The position accounts for 0.39% of the portfolio, ranked #56.

B. Riley Wealth Advisors first reported a position in BOND in Q2 2013 and has held it in 24 quarters since. The position peaked at $14M in Q2 2024. 101 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • B. Riley Wealth Advisors held 79,481 shares of PIMCO Active Bond Exchange-Traded Fund worth $7.36M as of Q2 2026.
  • B. Riley Wealth Advisors bought 5,455 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $502K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.39% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • B. Riley Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and has held it in 24 quarters since.
  • B. Riley Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $14M in Q2 2024.
  • 101 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.