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Belpointe Asset Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Belpointe Asset 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 		$697K Buy
+7,564
New +$696K 0.02% 610
2025
Q3 		– Sell
-2,518
Closed -$232K – 987
2025
Q2 		$232K Sell
2,518
-696
-22% -$63.3K 0.01% 831
2025
Q1 		$297K Sell
3,214
-390
-11% -$35.6K 0.02% 729
2024
Q4 		$338K Hold
3,604
– – 0.02% 616
2024
Q3 		$341K Sell
3,604
-58
-2% -$5.41K 0.02% 622
2024
Q2 		$334K Sell
3,662
-70
-2% -$6.33K 0.02% 557
2024
Q1 		$343K Sell
3,732
-885
-19% -$81K 0.03% 543
2023
Q4 		$427K Sell
4,617
-2,218
-32% -$197K 0.04% 410
2023
Q3 		$601K Sell
6,835
-973
-12% -$87.6K 0.06% 290
2023
Q2 		$715K Sell
7,808
-3,097
-28% -$286K 0.08% 245
2023
Q1 		$1.01M Sell
10,905
-7,009
-39% -$648K 0.05% 325
2022
Q4 		$1.62M Sell
17,914
-1,489
-8% -$134K 0.1% 206
2022
Q3 		$1.74M Buy
19,403
+161
+0.8% +$15.2K 0.12% 187
2022
Q2 		$1.83M Buy
19,242
+265
+1% +$25.7K 0.12% 178
2022
Q1 		$1.93M Buy
18,977
+645
+4% +$67.9K 0.12% 178
2021
Q4 		$2.01M Buy
18,332
+10,037
+121% +$1.1M 0.13% 162
2021
Q3 		$917K Buy
8,295
+1,331
+19% +$148K 0.06% 332
2021
Q2 		$773K Buy
6,964
+779
+13% +$85.9K 0.06% 357
2021
Q1 		$678K Sell
6,185
-384
-6% -$42.8K 0.06% 338
2020
Q4 		$743K Buy
6,569
+5,296
+416% +$595K 0.07% 316
2020
Q3 		$143K Buy
+1,273
New +$143K 0.02% 659
2017
Q4 		– Sell
-2,582
Closed -$276K – 463
2017
Q3 		$276K Buy
+2,582
New +$275K 0.06% 333

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

Belpointe Asset Management's BOND Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026: 7,564 shares worth $697K. The stake represents 0.02% of the portfolio and ranks #610 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in BOND as recently as Q2 2025.

Belpointe Asset Management first reported a position in BOND in Q3 2017 and has held it in 22 quarters since. The position peaked at $2.01M in Q4 2021. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Belpointe Asset Management held 7,564 shares of PIMCO Active Bond Exchange-Traded Fund worth $697K as of Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund was a new Belpointe Asset Management position in Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #610 holding.
  • Belpointe Asset Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2017 and has held it in 22 quarters since.
  • Belpointe Asset Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.01M in Q4 2021.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.