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

Connecticut 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	$5.66M	Buy	61,348 +14,999	+32%	+$1.38M	0.21%	52
2026 Q1	$4.28M	Sell	46,349 -14,718	-24%	-$1.37M	0.18%	60
2025 Q4	$5.68M	Buy	61,067 +18	+0%	+$1.68K	0.25%	50
2025 Q3	$5.7M	Sell	61,049 -6,216	-9%	-$574K	0.25%	53
2025 Q2	$6.2M	Sell	67,265 -8,776	-12%	-$798K	0.3%	49
2025 Q1	$7.03M	Buy	76,041 +3,056	+4%	+$279K	0.37%	43
2024 Q4	$6.6M	Buy	72,985 +26,164	+56%	+$2.41M	0.32%	40
2024 Q3	$4.43M	Buy	46,821 +870	+2%	+$81.2K	0.21%	65
2024 Q2	$4.19M	Buy	45,951 +34,547	+303%	+$3.12M	0.22%	67
2024 Q1	$1.05M	Buy	11,404 +19	+0.2%	+$1.74K	0.06%	143
2023 Q4	$1.05M	Buy	11,385 +8,542	+300%	+$757K	0.06%	142
2023 Q3	$250K	Buy	2,843 +17	+0.6%	+$1.53K	0.02%	254
2023 Q2	$259K	Sell	2,826 -67	-2%	-$6.18K	0.02%	221
2023 Q1	$268K	Buy	+2,893	New	+$267K	0.02%	211
2022 Q3	–	Sell	-19,416	Closed	-$1.85M	–	193
2022 Q2	$1.85M	Sell	19,416 -12,383	-39%	-$1.2M	0.16%	60
2022 Q1	$3.24M	Buy	31,799 +17,184	+118%	+$1.81M	0.25%	51
2021 Q4	$1.6M	Buy	14,615 +3,190	+28%	+$350K	0.12%	69
2021 Q3	$1.26M	Sell	11,425 -938	-8%	-$105K	0.11%	73
2021 Q2	$1.37M	Buy	12,363 +938	+8%	+$103K	0.12%	69
2021 Q1	$1.25M	Sell	11,425 -50	-0.4%	-$5.57K	0.11%	55
2020 Q4	$1.3M	Hold	11,475	–	–	0.14%	64
2020 Q3	$1.29M	Sell	11,475 -200	-2%	-$22.5K	0.14%	70
2020 Q2	$1.3M	Sell	11,675 -969	-8%	-$106K	0.16%	53
2020 Q1	$1.34M	Sell	12,644 -275	-2%	-$29.9K	0.2%	59
2019 Q4	$1.39M	Sell	12,919 -1,125	-8%	-$122K	0.15%	68
2019 Q3	$1.53M	Sell	14,044 -15	-0.1%	-$1.62K	0.19%	63
2019 Q2	$1.51M	Buy	14,059 +9,244	+192%	+$979K	0.19%	62
2019 Q1	$508K	Sell	4,815 -8,808	-65%	-$915K	0.17%	42
2018 Q4	$1.4M	Buy	+13,623	New	+$1.38M	0.61%	19

Other funds holding BOND

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

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

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

Connecticut Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 32% in Q2 2026, buying an estimated $1.38M and bringing the position to 61,348 shares worth $5.66M. The position accounts for 0.21% of the portfolio, ranked #52.

Connecticut Wealth Management first reported a position in BOND in Q4 2018 and has held it in 29 quarters since. The position peaked at $7.03M in Q1 2025. 242 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Connecticut Wealth Management held 61,348 shares of PIMCO Active Bond Exchange-Traded Fund worth $5.66M as of Q2 2026.
Connecticut Wealth Management bought 14,999 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $1.38M.
PIMCO Active Bond Exchange-Traded Fund made up 0.21% of Connecticut Wealth Management's portfolio in Q2 2026, its #52 holding.
Connecticut Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2018 and has held it in 29 quarters since.
Connecticut Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $7.03M in Q1 2025.
242 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.