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Blue Oak Capital’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Blue Oak Capital’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
2025
Q2 		$4.68M Buy
50,794
+5,050
+11% +$459K 2.46% 13
2025
Q1 		$4.23M Buy
45,744
+11,544
+34% +$1.05M 2.33% 15
2024
Q4 		$3.11M Buy
+34,200
New +$3.15M 1.89% 15

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blue Oak Capital's BOND Position: Q2 2025 in Review

Blue Oak Capital increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 11% in Q2 2025, buying an estimated $459K and bringing the position to 50,794 shares worth $4.68M. The position accounts for 2.46% of the portfolio, ranked #13.

Blue Oak Capital first reported a position in BOND in Q4 2024 and has held it in 3 quarters since. 467 funds tracked by Wall St. Rank hold BOND as of Q2 2025.

  • Blue Oak Capital held 50,794 shares of PIMCO Active Bond Exchange-Traded Fund worth $4.68M as of Q2 2025.
  • Blue Oak Capital bought 5,050 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2025, an estimated $459K.
  • PIMCO Active Bond Exchange-Traded Fund made up 2.46% of Blue Oak Capital's portfolio in Q2 2025, its #13 holding.
  • Blue Oak Capital first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 3 quarters since.
  • 467 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.