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

Cerity 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 		$4.48M Buy
48,568
+10,817
+29% +$996K 0.01% 1159
2026
Q1 		$3.48M Buy
37,751
+33,011
+696% +$3.08M ﹤0.01% 1182
2025
Q4 		$441K Sell
4,740
-1,130
-19% -$106K ﹤0.01% 2187
2025
Q3 		$548K Buy
5,870
+1,130
+24% +$104K ﹤0.01% 1911
2025
Q2 		$437K Hold
4,740
– – ﹤0.01% 1941
2025
Q1 		$438K Sell
4,740
-1,305
-22% -$119K ﹤0.01% 1845
2024
Q4 		$547K Sell
6,045
-6,616
-52% -$609K ﹤0.01% 1712
2024
Q3 		$1.2M Buy
12,661
+6,555
+107% +$612K ﹤0.01% 1318
2024
Q2 		$556K Hold
6,106
– – ﹤0.01% 1497
2024
Q1 		$561K Buy
6,106
+512
+9% +$46.8K ﹤0.01% 1547
2023
Q4 		$517K Buy
5,594
+2,250
+67% +$199K ﹤0.01% 1256
2023
Q3 		$294K Sell
3,344
-2,258
-40% -$203K ﹤0.01% 1155
2023
Q2 		$513K Sell
5,602
-1,712
-23% -$158K ﹤0.01% 1168
2023
Q1 		$678K Buy
7,314
+1,089
+17% +$101K ﹤0.01% 1143
2022
Q4 		$563K Buy
+6,225
New +$560K ﹤0.01% 891
2022
Q1 		– Sell
-4,783
Closed -$523K – 956
2021
Q4 		$523K Sell
4,783
-3,538
-43% -$389K 0.01% 580
2021
Q3 		$920K Buy
8,321
+1,576
+23% +$176K 0.02% 372
2021
Q2 		$748K Buy
6,745
+326
+5% +$36K 0.02% 407
2021
Q1 		$703K Sell
6,419
-508
-7% -$56.6K 0.02% 388
2020
Q4 		$783K Buy
+6,927
New +$778K 0.03% 338
2020
Q3 		– Sell
-23,259
Closed -$2.6M – 503
2020
Q2 		$2.6M Buy
23,259
+11,899
+105% +$1.3M 0.14% 119
2020
Q1 		$1.21M Buy
11,360
+9,375
+472% +$1.02M 0.08% 178
2019
Q4 		$214K Buy
+1,985
New +$215K 0.01% 490

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
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cerity Partners's BOND Position: Q2 2026 in Review

Cerity Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 29% in Q2 2026, buying an estimated $996K and bringing the position to 48,568 shares worth $4.48M. The position accounts for 0.01% of the portfolio, ranked #1159.

Cerity Partners first reported a position in BOND in Q4 2019 and has held it in 23 quarters since. 519 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Cerity Partners held 48,568 shares of PIMCO Active Bond Exchange-Traded Fund worth $4.48M as of Q2 2026.
  • Cerity Partners bought 10,817 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $996K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1159 holding.
  • Cerity Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 23 quarters since.
  • 519 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.