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Beacon Financial Advisory’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Beacon Financial Advisory’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 		$1.29M Buy
13,971
+526
+4% +$48.4K 0.25% 97
2026
Q1 		$1.24M Buy
13,445
+786
+6% +$73.3K 0.28% 88
2025
Q4 		$1.18M Buy
12,659
+129
+1% +$12.1K 0.27% 88
2025
Q3 		$1.17M Buy
12,530
+14
+0.1% +$1.29K 0.27% 97
2025
Q2 		$1.15M Buy
12,516
+510
+4% +$46.4K 0.3% 88
2025
Q1 		$1.11M Sell
12,006
-810
-6% -$74K 0.34% 81
2024
Q4 		$1.16M Buy
12,816
+1,345
+12% +$124K 0.38% 66
2024
Q3 		$1.09M Buy
11,471
+558
+5% +$52.1K 0.37% 71
2024
Q2 		$994K Buy
10,913
+1,721
+19% +$156K 0.37% 71
2024
Q1 		$844K Buy
9,192
+1,165
+15% +$107K 0.41% 69
2023
Q4 		$742K Sell
8,027
-589
-7% -$52.2K 0.36% 84
2023
Q3 		$757K Buy
8,616
+512
+6% +$46.1K 0.42% 80
2023
Q2 		$743K Buy
8,104
+796
+11% +$73.4K 0.43% 72
2023
Q1 		$678K Buy
7,308
+1,615
+28% +$149K 0.43% 74
2022
Q4 		$515K Buy
5,693
+3,300
+138% +$297K 0.37% 90
2022
Q3 		$215K Sell
2,393
-12,082
-83% -$1.14M 0.15% 171
2022
Q2 		$1.38M Sell
14,475
-8,883
-38% -$863K 0.78% 34
2022
Q1 		$2.38M Buy
+23,358
New +$2.46M 1.14% 15

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

Beacon Financial Advisory's BOND Position: Q2 2026 in Review

Beacon Financial Advisory increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.9% in Q2 2026, buying an estimated $48.4K and bringing the position to 13,971 shares worth $1.29M. The position accounts for 0.25% of the portfolio, ranked #97.

Beacon Financial Advisory first reported a position in BOND in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.38M in Q1 2022. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Beacon Financial Advisory held 13,971 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.29M as of Q2 2026.
  • Beacon Financial Advisory bought 526 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $48.4K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.25% of Beacon Financial Advisory's portfolio in Q2 2026, its #97 holding.
  • Beacon Financial Advisory first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2022 and has held it in 18 quarters since.
  • Beacon Financial Advisory's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.38M in Q1 2022.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.