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Bouvel Investment Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Bouvel Investment Partners’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 		$15.1M Sell
163,263
-75,358
-32% -$6.94M 3.4% 3
2026
Q1 		$22M Buy
238,621
+779
+0.3% +$72.7K 6.39% 1
2025
Q4 		$22.1M Buy
237,842
+85,742
+56% +$8.02M 6.38% 1
2025
Q3 		$14.2M Buy
152,100
+18,352
+14% +$1.69M 4.35% 1
2025
Q2 		$12.3M Buy
133,748
+9,989
+8% +$909K 4.17% 2
2025
Q1 		$11.7M Buy
123,759
+2,011
+2% +$184K 4.4% 2
2024
Q4 		$11M Sell
121,748
-2,011
-2% -$185K 3.97% 2
2024
Q3 		$11.7M Buy
123,759
+1,954
+2% +$182K 4.4% 2
2024
Q2 		$11.1M Buy
121,805
+44,197
+57% +$4M 4.29% 2
2024
Q1 		$7.13M Sell
77,608
-2,537
-3% -$232K 3.08% 5
2023
Q4 		$7.41M Sell
80,145
-306
-0.4% -$27.1K 3.46% 2
2023
Q3 		$7.07M Buy
80,451
+76,834
+2,124% +$6.92M 3.82% 2
2023
Q2 		$331K Buy
+3,617
New +$333K 0.18% 70
2022
Q1 		– Sell
-1,845
Closed -$202K – 66
2021
Q4 		$202K Buy
1,845
+23
+1% +$2.53K 0.11% 66
2021
Q3 		$201K Sell
1,822
-48
-3% -$5.35K 0.11% 65
2021
Q2 		$207K Buy
1,870
+25
+1% +$2.76K 0.12% 63
2021
Q1 		$202K Sell
1,845
-215
-10% -$23.9K 0.13% 61
2020
Q4 		$233K Buy
+2,060
New +$231K 0.17% 60

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bouvel Investment Partners's BOND Position: Q2 2026 in Review

Bouvel Investment Partners reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 32% in Q2 2026, selling an estimated $6.94M and leaving 163,263 shares worth $15.1M. The position accounts for 3.4% of the portfolio, ranked #3.

Bouvel Investment Partners first reported a position in BOND in Q4 2020 and has held it in 18 quarters since. The position peaked at $22.1M in Q4 2025. 144 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Bouvel Investment Partners held 163,263 shares of PIMCO Active Bond Exchange-Traded Fund worth $15.1M as of Q2 2026.
  • Bouvel Investment Partners sold 75,358 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $6.94M.
  • PIMCO Active Bond Exchange-Traded Fund made up 3.4% of Bouvel Investment Partners's portfolio in Q2 2026, its #3 holding.
  • Bouvel Investment Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and has held it in 18 quarters since.
  • Bouvel Investment Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $22.1M in Q4 2025.
  • 144 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.