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Bright Futures Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Bright Futures Wealth 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 		$747K Buy
8,098
+81
+1% +$7.46K 0.48% 74
2026
Q1 		$740K Sell
8,017
-589
-7% -$55K 0.51% 62
2025
Q4 		$801K Buy
8,606
+90
+1% +$8.42K 0.59% 57
2025
Q3 		$795K Buy
+8,516
New +$786K 0.62% 52
2025
Q1 		$803K Buy
8,919
+139
+2% +$12.7K 0.88% 40
2024
Q4 		$799K Buy
8,780
+142
+2% +$13.1K 0.71% 48
2024
Q3 		$794K Sell
8,638
-408
-5% -$38.1K 0.38% 88
2024
Q2 		$849K Buy
9,046
+28
+0.3% +$2.53K 0.46% 66
2024
Q1 		$825K Buy
+9,018
New +$825K 0.45% 69

Other funds holding BOND

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Bright Futures Wealth Management's BOND Position: Q2 2026 in Review

Bright Futures Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1% in Q2 2026, buying an estimated $7.46K and bringing the position to 8,098 shares worth $747K. The position accounts for 0.48% of the portfolio, ranked #74.

Bright Futures Wealth Management first reported a position in BOND in Q1 2024 and has held it in 9 quarters since. The position peaked at $849K in Q2 2024. 352 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Bright Futures Wealth Management held 8,098 shares of PIMCO Active Bond Exchange-Traded Fund worth $747K as of Q2 2026.
  • Bright Futures Wealth Management bought 81 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $7.46K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.48% of Bright Futures Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Bright Futures Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2024 and has held it in 9 quarters since.
  • Bright Futures Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $849K in Q2 2024.
  • 352 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.