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

Elevation 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 		$74.6K Buy
809
+10
+1% +$921 0.02% 227
2026
Q1 		$73.7K Buy
799
+11
+1% +$1.03K 0.03% 193
2025
Q4 		$73.4K Buy
788
+52
+7% +$4.87K 0.03% 192
2025
Q3 		$68.7K Sell
736
-397
-35% -$36.6K 0.02% 209
2025
Q2 		$104K Sell
1,133
-20
-2% -$1.82K 0.04% 170
2025
Q1 		$107K Sell
1,153
-565
-33% -$51.6K 0.05% 164
2024
Q4 		$155K Sell
1,718
-515
-23% -$47.4K 0.07% 129
2024
Q3 		$211K Buy
2,233
+522
+31% +$48.7K 0.09% 110
2024
Q2 		$156K Sell
1,711
-84
-5% -$7.6K 0.07% 128
2024
Q1 		$165K Sell
1,795
-644
-26% -$58.9K 0.08% 124
2023
Q4 		$214K Sell
2,439
-220
-8% -$19.5K 0.13% 97
2023
Q3 		$234K Buy
2,659
+11
+0.4% +$990 0.2% 48
2023
Q2 		$243K Buy
2,648
+9
+0.3% +$830 0.2% 51
2023
Q1 		$245K Buy
+2,639
New +$244K 0.22% 52

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 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
RA
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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Elevation Wealth Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.3% in Q2 2026, buying an estimated $921 and bringing the position to 809 shares worth $74.6K. The position accounts for 0.02% of the portfolio, ranked #227.

Elevation Wealth Partners first reported a position in BOND in Q1 2023 and has held it in 14 quarters since. The position peaked at $245K in Q1 2023. 223 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Elevation Wealth Partners held 809 shares of PIMCO Active Bond Exchange-Traded Fund worth $74.6K as of Q2 2026.
  • Elevation Wealth Partners bought 10 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $921.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #227 holding.
  • Elevation Wealth Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $245K in Q1 2023.
  • 223 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.