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

Daymark Wealth 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 		$244K Sell
2,646
-737
-22% -$67.9K 0.01% 696
2026
Q1 		$312K Buy
3,383
+1,154
+52% +$108K 0.01% 564
2025
Q4 		$207K Buy
+2,229
New +$209K 0.01% 583

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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

Daymark Wealth Partners's BOND Position: Q2 2026 in Review

Daymark Wealth Partners reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 22% in Q2 2026, selling an estimated $67.9K and leaving 2,646 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #696.

Daymark Wealth Partners first reported a position in BOND in Q4 2025 and has held it in 3 quarters since. The position peaked at $312K in Q1 2026. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Daymark Wealth Partners held 2,646 shares of PIMCO Active Bond Exchange-Traded Fund worth $244K as of Q2 2026.
  • Daymark Wealth Partners sold 737 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $67.9K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #696 holding.
  • Daymark Wealth Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • Daymark Wealth Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $312K in Q1 2026.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.