Empirical Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Empirical Wealth Management’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	$212K	Hold	2,300	–	–	﹤0.01%	1002
2026 Q1	$212K	Hold	2,300	–	–	﹤0.01%	923
2025 Q4	$214K	Sell	2,300 -50	-2%	-$4.68K	﹤0.01%	838
2025 Q3	$219K	Buy	2,350 +50	+2%	+$4.61K	﹤0.01%	727
2025 Q2	$212K	Hold	2,300	–	–	﹤0.01%	636
2025 Q1	$213K	Hold	2,300	–	–	0.01%	596
2024 Q4	$208K	Hold	2,300	–	–	0.01%	573
2024 Q3	$218K	Hold	2,300	–	–	0.01%	530
2024 Q2	$209K	Hold	2,300	–	–	0.01%	527
2024 Q1	$211K	Hold	2,300	–	–	0.01%	502
2023 Q4	$213K	Hold	2,300	–	–	0.01%	465
2023 Q3	$202K	Hold	2,300	–	–	0.01%	445
2023 Q2	$211K	Hold	2,300	–	–	0.01%	436
2023 Q1	$213K	Hold	2,300	–	–	0.01%	436
2022 Q4	$208K	Hold	2,300	–	–	0.01%	431
2022 Q3	$206K	Hold	2,300	–	–	0.01%	438
2022 Q2	$219K	Hold	2,300	–	–	0.01%	428
2022 Q1	$234K	Hold	2,300	–	–	0.01%	442
2021 Q4	$252K	Hold	2,300	–	–	0.01%	448
2021 Q3	$254K	Hold	2,300	–	–	0.01%	400
2021 Q2	$255K	Buy	+2,300	New	+$254K	0.02%	395
2014 Q3	–	Sell	-2,000	Closed	-$218K	–	105
2014 Q2	$218K	Buy	+2,000	New	+$216K	0.05%	96

Other funds holding BOND

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

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

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Empirical Wealth Management's BOND Position: Q2 2026 in Review

Empirical Wealth Management held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q2 2026 at 2,300 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Empirical Wealth Management first reported a position in BOND in Q2 2014 and has held it in 22 quarters since. The position peaked at $255K in Q2 2021. 223 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Empirical Wealth Management held 2,300 shares of PIMCO Active Bond Exchange-Traded Fund worth $212K as of Q2 2026.
Empirical Wealth Management left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #1002 holding.
Empirical Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2014 and has held it in 22 quarters since.
Empirical Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $255K in Q2 2021.
223 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.