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

Bullock 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 		$16.2K Buy
177
+18
+11% +$1.66K 0.01% 386
2026
Q1 		$14.6K Sell
159
-517
-76% -$48.2K 0.01% 386
2025
Q4 		$62.9K Sell
676
-64
-9% -$5.99K 0.03% 243
2025
Q3 		$69K Sell
740
-454
-38% -$41.9K 0.03% 235
2025
Q2 		$110K Sell
1,194
-390
-25% -$35.5K 0.06% 192
2025
Q1 		$146K Buy
1,584
+1,508
+1,984% +$138K 0.08% 174
2024
Q4 		$6.87K Buy
76
+2
+3% +$184 ﹤0.01% 424
2024
Q3 		$7.02K Buy
+74
New +$6.91K ﹤0.01% 410
2024
Q2 		– Hold
0
– – – 567
2024
Q1 		– Hold
0
– – – 568

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 22.9% 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

Bullock Wealth Management's BOND Position: Q2 2026 in Review

Bullock Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 11% in Q2 2026, buying an estimated $1.66K and bringing the position to 177 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #386.

Bullock Wealth Management first reported a position in BOND in Q3 2024 and has held it in 8 quarters since. The position peaked at $146K in Q1 2025. 545 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Bullock Wealth Management held 177 shares of PIMCO Active Bond Exchange-Traded Fund worth $16.2K as of Q2 2026.
  • Bullock Wealth Management bought 18 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $1.66K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #386 holding.
  • Bullock Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
  • Bullock Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $146K in Q1 2025.
  • 545 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.