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

Droms Strauss 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	$846K	Buy	9,180 +211	+2%	+$19.4K	0.19%	46
2026 Q1	$828K	Sell	8,969 -978	-10%	-$91.3K	0.22%	44
2025 Q4	$926K	Sell	9,947 -1,580	-14%	-$148K	0.24%	41
2025 Q3	$1.08M	Buy	11,527 +684	+6%	+$63.1K	0.31%	35
2025 Q2	$1,000K	Buy	10,843 +1,780	+20%	+$162K	0.31%	35
2025 Q1	$838K	Buy	9,063 +393	+5%	+$35.9K	0.29%	38
2024 Q4	$784K	Buy	8,670 +3,450	+66%	+$318K	0.26%	39
2024 Q3	$494K	Buy	5,220 +525	+11%	+$49K	0.17%	45
2024 Q2	$428K	Sell	4,695 -5,713	-55%	-$517K	0.15%	45
2024 Q1	$956K	Sell	10,408 -13,042	-56%	-$1.19M	0.35%	35
2023 Q4	$2.17M	Buy	23,450 +14,808	+171%	+$1.31M	0.84%	20
2023 Q3	$760K	Sell	8,642 -229	-3%	-$20.6K	0.33%	38
2023 Q2	$805K	Buy	8,871 +2,646	+43%	+$244K	0.34%	37
2023 Q1	$577K	Sell	6,225 -12,630	-67%	-$1.17M	0.26%	39
2022 Q4	$1.71M	Buy	18,855 +2,624	+16%	+$236K	0.78%	22
2022 Q3	$1.45M	Sell	16,231 -6,428	-28%	-$608K	0.72%	23
2022 Q2	$2.16M	Buy	22,659 +14,891	+192%	+$1.45M	1.08%	16
2022 Q1	$788K	Buy	7,768 +25	+0.3%	+$2.63K	0.4%	21
2021 Q4	$848K	Buy	7,743 +43	+0.6%	+$4.72K	0.38%	26
2021 Q3	$851K	Buy	7,700 +714	+10%	+$79.6K	0.41%	25
2021 Q2	$773K	Buy	6,986 +322	+5%	+$35.5K	0.36%	25
2021 Q1	$731K	Sell	6,664 -212	-3%	-$23.6K	0.36%	26
2020 Q4	$778K	Sell	6,876 -350	-5%	-$39.3K	0.45%	19
2020 Q3	$812K	Sell	7,226 -26,833	-79%	-$3.02M	0.48%	23
2020 Q2	$3.8M	Buy	34,059 +30,365	+822%	+$3.33M	2.61%	10
2020 Q1	$392K	Buy	3,694 +29	+0.8%	+$3.15K	0.33%	31
2019 Q4	$395K	Buy	3,665 +30	+0.8%	+$3.25K	0.29%	33
2019 Q3	$396K	Buy	3,635 +212	+6%	+$23K	0.32%	29
2019 Q2	$368K	Buy	3,423 +17	+0.5%	+$1.8K	0.27%	35
2019 Q1	$360K	Buy	+3,406	New	+$354K	0.28%	35

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

Droms Strauss Advisors's BOND Position: Q2 2026 in Review

Droms Strauss Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.4% in Q2 2026, buying an estimated $19.4K and bringing the position to 9,180 shares worth $846K. The position accounts for 0.19% of the portfolio, ranked #46.

Droms Strauss Advisors first reported a position in BOND in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.8M in Q2 2020. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Droms Strauss Advisors held 9,180 shares of PIMCO Active Bond Exchange-Traded Fund worth $846K as of Q2 2026.
Droms Strauss Advisors bought 211 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $19.4K.
PIMCO Active Bond Exchange-Traded Fund made up 0.19% of Droms Strauss Advisors's portfolio in Q2 2026, its #46 holding.
Droms Strauss Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2019 and has held it in 30 quarters since.
Droms Strauss Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.8M in Q2 2020.
541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.