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

Bouchey 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 		$50.3M Buy
+545,883
New +$50.3M 3.25% 11
2019
Q2 		– Sell
-123,907
Closed -$13.1M – 72
2019
Q1 		$13.1M Buy
123,907
+11,740
+10% +$1.22M 3.27% 10
2018
Q4 		$11.5M Buy
112,167
+4,507
+4% +$458K 3.28% 8
2018
Q3 		$11M Sell
107,660
-14,179
-12% -$1.46M 2.7% 13
2018
Q2 		$12.6M Buy
121,839
+5,491
+5% +$565K 3.4% 9
2018
Q1 		$12.1M Sell
116,348
-17,974
-13% -$1.88M 3.48% 9
2017
Q4 		$14.2M Buy
134,322
+13,892
+12% +$1.48M 4.12% 6
2017
Q3 		$12.9M Buy
120,430
+2,024
+2% +$216K 4.02% 7
2017
Q2 		$12.6M Buy
118,406
+7,346
+7% +$778K 4.02% 6
2017
Q1 		$11.7M Buy
111,060
+42,503
+62% +$4.45M 4.06% 6
2016
Q4 		$7.14M Sell
68,557
-8,221
-11% -$866K 2.96% 14
2016
Q3 		$8.29M Buy
76,778
+42,446
+124% +$4.56M 3.24% 10
2016
Q2 		$3.69M Buy
34,332
+15,980
+87% +$1.69M 1.49% 22
2016
Q1 		$1.94M Buy
18,352
+7,882
+75% +$822K 0.82% 27
2015
Q4 		$1.09M Buy
+10,470
New +$1.11M 0.47% 34
2014
Q4 		– Sell
-47,499
Closed -$5.16M – 62
2014
Q3 		$5.16M Buy
47,499
+6,300
+15% +$687K 2.61% 14
2014
Q2 		$4.49M Buy
41,199
+6,925
+20% +$748K 2.41% 17
2014
Q1 		$3.66M Buy
34,274
+1,350
+4% +$143K 2.22% 17
2013
Q4 		$3.48M Buy
+32,924
New +$3.49M 2.45% 16

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

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

Bouchey Financial Group opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026: 545,883 shares worth $50.3M. The stake represents 3.25% of the portfolio and ranks #11 among its holdings. This is a return to the name: Bouchey Financial Group previously reported a position in BOND as recently as Q1 2019.

Bouchey Financial Group first reported a position in BOND in Q4 2013 and has held it in 19 quarters since. 542 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Bouchey Financial Group held 545,883 shares of PIMCO Active Bond Exchange-Traded Fund worth $50.3M as of Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund was a new Bouchey Financial Group position in Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up 3.25% of Bouchey Financial Group's portfolio in Q2 2026, its #11 holding.
  • Bouchey Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2013 and has held it in 19 quarters since.
  • 542 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.