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Barrett & Company’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Barrett & Company’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 		– Sell
-12
Closed -$1.13K – 710
2026
Q1 		$1.13K Hold
12
– – ﹤0.01% 605
2025
Q4 		$1.12K Buy
+12
New +$1.12K ﹤0.01% 610

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Wells Fargo
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AWM
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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

Barrett & Company's BOND Position: Q2 2026 in Review

Barrett & Company sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026, closing a stake of 12 shares — an estimated $1.13K sold.

Barrett & Company first reported a position in BOND in Q4 2025 and held it in 2 quarters. The position peaked at $1.13K in Q1 2026. 546 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Barrett & Company reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Barrett & Company sold 12 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $1.13K.
  • Barrett & Company first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and held it in 2 quarters.
  • Barrett & Company's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.13K in Q1 2026.
  • 546 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.