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

Clearstead Advisors’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	$12.7M	Buy	138,203 +7,994	+6%	+$736K	0.12%	150
2026 Q1	$12M	Buy	130,209 +4,887	+4%	+$456K	0.11%	153
2025 Q4	$11.7M	Buy	125,322 +4,270	+4%	+$399K	0.15%	124
2025 Q3	$11.3M	Buy	121,052 +10,443	+9%	+$964K	0.15%	130
2025 Q2	$10.2M	Sell	110,609 -18,901	-15%	-$1.72M	0.14%	130
2025 Q1	$12M	Buy	129,510 +2,879	+2%	+$263K	0.19%	110
2024 Q4	$11.4M	Buy	126,631 +36,487	+40%	+$3.36M	0.17%	120
2024 Q3	$8.53M	Buy	90,144 +4,700	+6%	+$439K	0.13%	140
2024 Q2	$7.78M	Buy	85,444 +83,022	+3,428%	+$7.51M	0.13%	140
2024 Q1	$219K	Buy	2,422 +885	+58%	+$81K	0.01%	452
2023 Q4	$142K	Buy	1,537 +541	+54%	+$48K	0.01%	513
2023 Q3	$87.5K	Buy	996 +263	+36%	+$23.7K	0.01%	583
2023 Q2	$67.2K	Buy	733 +490	+202%	+$45.2K	﹤0.01%	666
2023 Q1	$22.5K	Buy	+243	New	+$22.5K	﹤0.01%	834

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Clearstead Advisors's BOND Position: Q2 2026 in Review

Clearstead Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 6.1% in Q2 2026, buying an estimated $736K and bringing the position to 138,203 shares worth $12.7M. The position accounts for 0.12% of the portfolio, ranked #150.

Clearstead Advisors first reported a position in BOND in Q1 2023 and has held it in 14 quarters since. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Clearstead Advisors held 138,203 shares of PIMCO Active Bond Exchange-Traded Fund worth $12.7M as of Q2 2026.
Clearstead Advisors bought 7,994 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $736K.
PIMCO Active Bond Exchange-Traded Fund made up 0.12% of Clearstead Advisors's portfolio in Q2 2026, its #150 holding.
Clearstead Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2023 and has held it in 14 quarters since.
540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.