BCR Wealth Strategies’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

BCR Wealth Strategies’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	$266K	Hold	2,893	–	–	0.07%	30
2026 Q1	$266K	Hold	2,893	–	–	0.08%	35
2025 Q4	$269K	Hold	2,893	–	–	0.09%	32
2025 Q3	$270K	Buy	2,893 +334	+13%	+$30.8K	0.1%	27
2025 Q2	$235K	Buy	2,559 +81	+3%	+$7.37K	0.09%	27
2025 Q1	$229K	Hold	2,478	–	–	0.1%	25
2024 Q4	$224K	Hold	2,478	–	–	0.1%	24
2024 Q3	$234K	Buy	+2,478	New	+$231K	0.11%	24
2022 Q4	–	Sell	-1,530	Closed	-$137K	–	32
2022 Q3	$137K	Sell	1,530 -230	-13%	-$21.8K	0.14%	23
2022 Q2	$168K	Buy	1,760 +87	+5%	+$8.45K	0.17%	19
2022 Q1	$170K	Buy	1,673 +152	+10%	+$16K	0.16%	19
2021 Q4	$166K	Buy	+1,521	New	+$167K	0.16%	19

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

BCR Wealth Strategies's BOND Position: Q2 2026 in Review

BCR Wealth Strategies held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q2 2026 at 2,893 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #30.

BCR Wealth Strategies first reported a position in BOND in Q4 2021 and has held it in 12 quarters since. The position peaked at $270K in Q3 2025. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

BCR Wealth Strategies held 2,893 shares of PIMCO Active Bond Exchange-Traded Fund worth $266K as of Q2 2026.
BCR Wealth Strategies left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Active Bond Exchange-Traded Fund made up 0.07% of BCR Wealth Strategies's portfolio in Q2 2026, its #30 holding.
BCR Wealth Strategies first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and has held it in 12 quarters since.
BCR Wealth Strategies's PIMCO Active Bond Exchange-Traded Fund position peaked at $270K in Q3 2025.
540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on BCR Wealth Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.