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Capital Advisors Ltd’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Capital Advisors Ltd’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 		$260K Buy
2,824
+138
+5% +$12.7K 0.03% 277
2026
Q1 		$248K Buy
2,686
+1,025
+62% +$95.6K 0.03% 271
2025
Q4 		$155K Hold
1,661
– – 0.02% 313
2025
Q3 		$155K Hold
1,661
– – 0.02% 311
2025
Q2 		$153K Sell
1,661
-242
-13% -$22K 0.02% 298
2025
Q1 		$176K Hold
1,903
– – 0.02% 285
2024
Q4 		$172K Buy
1,903
+803
+73% +$73.9K 0.02% 287
2024
Q3 		$104K Hold
1,100
– – 0.01% 339
2024
Q2 		$100K Buy
+1,100
New +$99.5K 0.01% 339
2019
Q2 		– Sell
-618
Closed -$65K – 437
2019
Q1 		$65K Hold
618
– – 0.02% 266
2018
Q4 		$64K Hold
618
– – 0.02% 255
2018
Q3 		$63K Hold
618
– – 0.02% 281
2018
Q2 		$64K Hold
618
– – 0.02% 214
2018
Q1 		$64K Hold
618
– – 0.02% 211
2017
Q4 		$66K Hold
618
– – 0.02% 199
2017
Q3 		$66K Buy
618
+100
+19% +$10.7K 0.02% 194
2017
Q2 		$55K Buy
518
+327
+171% +$34.6K 0.02% 207
2017
Q1 		$20K Hold
191
– – 0.01% 260
2016
Q4 		$20K Hold
191
– – 0.01% 252
2016
Q3 		$21K Hold
191
– – 0.01% 247
2016
Q2 		$21K Hold
191
– – 0.01% 237
2016
Q1 		$20K Buy
191
+3
+2% +$313 0.01% 232
2015
Q4 		$20K Buy
188
+2
+1% +$212 0.01% 222
2015
Q3 		$20K Buy
186
+1
+0.5% +$107 0.01% 222
2015
Q2 		$20K Buy
+185
New +$20K 0.01% 244
2015
Q1 		– Sell
-362
Closed -$39K – 334
2014
Q4 		$39K Hold
362
– – 0.02% 190
2014
Q3 		$39K Hold
362
– – 0.02% 195
2014
Q2 		$39K Hold
362
– – 0.02% 197
2014
Q1 		$39K Hold
362
– – 0.02% 197
2013
Q4 		$38K Buy
+362
New +$38.3K 0.03% 164

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

Capital Advisors Ltd's BOND Position: Q2 2026 in Review

Capital Advisors Ltd increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 5.1% in Q2 2026, buying an estimated $12.7K and bringing the position to 2,824 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #277.

Capital Advisors Ltd first reported a position in BOND in Q4 2013 and has held it in 30 quarters since. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Capital Advisors Ltd held 2,824 shares of PIMCO Active Bond Exchange-Traded Fund worth $260K as of Q2 2026.
  • Capital Advisors Ltd bought 138 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $12.7K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.03% of Capital Advisors Ltd's portfolio in Q2 2026, its #277 holding.
  • Capital Advisors Ltd first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2013 and has held it in 30 quarters since.
  • 541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.