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

Elevated Capital 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	$2.49M	Sell	27,025 -905	-3%	-$83.3K	0.69%	38
2026 Q1	$2.58M	Sell	27,930 -12,843	-31%	-$1.2M	0.65%	36
2025 Q4	$3.8M	Sell	40,773 -704	-2%	-$65.9K	0.88%	26
2025 Q3	$3.87M	Sell	41,477 -5,356	-11%	-$494K	0.96%	25
2025 Q2	$4.33M	Hold	46,833	–	–	1.21%	17
2025 Q1	$4.33M	Sell	46,833 -13,173	-22%	-$1.2M	1.21%	17
2024 Q4	$5.43M	Buy	60,006 +1,541	+3%	+$142K	1.48%	12
2024 Q3	$5.53M	Buy	+58,465	New	+$5.46M	1.47%	13

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

Elevated Capital Advisors's BOND Position: Q2 2026 in Review

Elevated Capital Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.2% in Q2 2026, selling an estimated $83.3K and leaving 27,025 shares worth $2.49M. The position accounts for 0.69% of the portfolio, ranked #38.

Elevated Capital Advisors first reported a position in BOND in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.53M in Q3 2024. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Elevated Capital Advisors held 27,025 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.49M as of Q2 2026.
Elevated Capital Advisors sold 905 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $83.3K.
PIMCO Active Bond Exchange-Traded Fund made up 0.69% of Elevated Capital Advisors's portfolio in Q2 2026, its #38 holding.
Elevated Capital Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $5.53M in Q3 2024.
540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.