Emergent Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Emergent Wealth 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	$2.8M	Buy	30,377 +438	+1%	+$40.3K	1.46%	15
2026 Q1	$2.76M	Sell	29,939 -26,133	-47%	-$2.44M	1.63%	14
2025 Q4	$5.22M	Sell	56,072 -10,115	-15%	-$946K	2.94%	7
2025 Q3	$6.2M	Buy	66,187 +5,020	+8%	+$463K	3.59%	5
2025 Q2	$5.82M	Buy	61,167 +2,014	+3%	+$183K	3.72%	4
2025 Q1	$5.47M	Buy	59,153 +30,636	+107%	+$2.8M	3.96%	4
2024 Q4	$2.58M	Buy	28,517 +10,054	+54%	+$925K	1.87%	13
2024 Q3	$1.75M	Buy	18,463 +7,065	+62%	+$659K	1.29%	19
2024 Q2	$1.04M	Buy	11,398 +3,013	+36%	+$273K	0.83%	25
2024 Q1	$770K	Buy	+8,385	New	+$767K	0.66%	28

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

Emergent Wealth Advisors's BOND Position: Q2 2026 in Review

Emergent Wealth Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.5% in Q2 2026, buying an estimated $40.3K and bringing the position to 30,377 shares worth $2.8M. The position accounts for 1.46% of the portfolio, ranked #15.

Emergent Wealth Advisors first reported a position in BOND in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.2M in Q3 2025. 539 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Emergent Wealth Advisors held 30,377 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.8M as of Q2 2026.
Emergent Wealth Advisors bought 438 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $40.3K.
PIMCO Active Bond Exchange-Traded Fund made up 1.46% of Emergent Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Emergent Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2024 and has held it in 10 quarters since.
Emergent Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $6.2M in Q3 2025.
539 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.