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

Congress 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
2025 Q2	$2.37M	Buy	+25,674	New	+$2.34M	0.02%	529

Other funds holding BOND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Congress Wealth Management's BOND Position: Q2 2025 in Review

Congress Wealth Management opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2025: 25,674 shares worth $2.37M. The stake represents 0.02% of the portfolio and ranks #529 among its holdings.

470 funds tracked by Wall St. Rank hold BOND as of Q2 2025.

Congress Wealth Management held 25,674 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.37M as of Q2 2025.
PIMCO Active Bond Exchange-Traded Fund was a new Congress Wealth Management position in Q2 2025.
PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #529 holding.
470 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.