BWM
BOND icon

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

Base 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 		$696K Hold
7,548
– – 0.32% 37
2026
Q1 		$697K Sell
7,548
-850
-10% -$79.3K 0.39% 32
2025
Q4 		$782K Sell
8,398
-500
-6% -$46.8K 0.42% 32
2025
Q3 		$831K Sell
8,898
-255
-3% -$23.5K 0.47% 31
2025
Q2 		$844K Hold
9,153
– – 0.54% 29
2025
Q1 		$846K Buy
+9,153
New +$836K 0.64% 26

Other funds holding BOND

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $3.32B AUM 20.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Base Wealth Management held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q2 2026 at 7,548 shares worth $696K. The position accounts for 0.32% of the portfolio, ranked #37.

Base Wealth Management first reported a position in BOND in Q1 2025 and has held it in 6 quarters since. The position peaked at $846K in Q1 2025. 434 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Base Wealth Management held 7,548 shares of PIMCO Active Bond Exchange-Traded Fund worth $696K as of Q2 2026.
  • Base Wealth Management left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.32% of Base Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Base Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
  • Base Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $846K in Q1 2025.
  • 434 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.