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Bleakley Financial Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Bleakley Financial Group’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 		$14.6M Sell
157,929
-5,689
-3% -$524K 0.19% 94
2026
Q1 		$15.1M Sell
163,618
-627
-0.4% -$58.5K 0.24% 75
2025
Q4 		$15.3M Buy
164,245
+26,663
+19% +$2.49M 0.27% 67
2025
Q3 		$12.8M Buy
137,582
+8,984
+7% +$829K 0.3% 66
2025
Q2 		$11.9M Buy
128,598
+6,673
+5% +$607K 0.3% 63
2025
Q1 		$11.3M Buy
121,925
+2,159
+2% +$197K 0.36% 56
2024
Q4 		$10.8M Buy
119,766
+688
+0.6% +$63.3K 0.33% 52
2024
Q3 		$11.3M Sell
119,078
-8,191
-6% -$764K 0.34% 48
2024
Q2 		$11.6M Buy
127,269
+6,622
+5% +$599K 0.33% 57
2024
Q1 		$11.1M Buy
120,647
+5,542
+5% +$507K 0.32% 59
2023
Q4 		$10.6M Buy
115,105
+1,560
+1% +$138K 0.34% 58
2023
Q3 		$9.98M Buy
113,545
+32,014
+39% +$2.88M 0.35% 57
2023
Q2 		$7.47M Buy
81,531
+5,977
+8% +$551K 0.23% 84
2023
Q1 		$7.01M Buy
75,554
+9,286
+14% +$858K 0.23% 85
2022
Q4 		$6M Buy
+66,268
New +$5.96M 0.21% 96

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

Bleakley Financial Group's BOND Position: Q2 2026 in Review

Bleakley Financial Group reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.5% in Q2 2026, selling an estimated $524K and leaving 157,929 shares worth $14.6M. The position accounts for 0.19% of the portfolio, ranked #94.

Bleakley Financial Group first reported a position in BOND in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.3M in Q4 2025. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Bleakley Financial Group held 157,929 shares of PIMCO Active Bond Exchange-Traded Fund worth $14.6M as of Q2 2026.
  • Bleakley Financial Group sold 5,689 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $524K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.19% of Bleakley Financial Group's portfolio in Q2 2026, its #94 holding.
  • Bleakley Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $15.3M in Q4 2025.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

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