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

BCS 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 		$7.92M Buy
85,864
+8,930
+12% +$822K 1.43% 14
2026
Q1 		$7.1M Sell
76,934
-57,415
-43% -$5.36M 1.45% 14
2025
Q4 		$12.5M Buy
134,349
+75,635
+129% +$7.08M 1.26% 17
2025
Q3 		$5.48M Buy
58,714
+4,973
+9% +$459K 1.24% 19
2025
Q2 		$4.95M Buy
53,741
+10,427
+24% +$949K 1.07% 24
2025
Q1 		$4M Buy
43,314
+6,344
+17% +$579K 1.03% 28
2024
Q4 		$3.34M Buy
36,970
+5,207
+16% +$479K 0.83% 33
2024
Q3 		$3M Buy
31,763
+1,528
+5% +$143K 1.28% 23
2024
Q2 		$2.75M Buy
30,235
+2,424
+9% +$219K 1.34% 20
2024
Q1 		$2.56M Buy
27,811
+6,921
+33% +$633K 0.82% 30
2023
Q4 		$1.93M Buy
20,890
+1,598
+8% +$142K 0.71% 40
2023
Q3 		$1.7M Buy
19,292
+3,860
+25% +$347K 0.71% 39
2023
Q2 		$1.41M Buy
15,432
+4,735
+44% +$437K 1.03% 29
2023
Q1 		$992K Buy
10,697
+761
+8% +$70.3K 0.45% 57
2022
Q4 		$899K Buy
9,936
+1,849
+23% +$166K 0.38% 70
2022
Q3 		$726K Buy
8,087
+780
+11% +$73.8K 0.34% 79
2022
Q2 		$696K Buy
7,307
+81
+1% +$7.87K 0.31% 76
2022
Q1 		$735K Sell
7,226
-222
-3% -$23.4K 0.3% 78
2021
Q4 		$815K Buy
7,448
+140
+2% +$15.4K 0.29% 77
2021
Q3 		$808K Buy
7,308
+1,724
+31% +$192K 0.34% 67
2021
Q2 		$620K Buy
5,584
+1,369
+32% +$151K 0.33% 66
2021
Q1 		$461K Buy
+4,215
New +$469K 0.22% 85

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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

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

BCS Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 12% in Q2 2026, buying an estimated $822K and bringing the position to 85,864 shares worth $7.92M. The position accounts for 1.43% of the portfolio, ranked #14.

BCS Wealth Management first reported a position in BOND in Q1 2021 and has held it in 22 quarters since. The position peaked at $12.5M in Q4 2025. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • BCS Wealth Management held 85,864 shares of PIMCO Active Bond Exchange-Traded Fund worth $7.92M as of Q2 2026.
  • BCS Wealth Management bought 8,930 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $822K.
  • PIMCO Active Bond Exchange-Traded Fund made up 1.43% of BCS Wealth Management's portfolio in Q2 2026, its #14 holding.
  • BCS Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2021 and has held it in 22 quarters since.
  • BCS Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $12.5M in Q4 2025.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.