Envestnet Portfolio Solutions’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Envestnet Portfolio Solutions’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	$16.6M	Buy	179,754 +18,140	+11%	+$1.67M	0.08%	153
2026 Q1	$14.9M	Sell	161,614 -32,932	-17%	-$3.07M	0.08%	142
2025 Q4	$18.1M	Buy	194,546 +7,489	+4%	+$701K	0.06%	157
2025 Q3	$17.5M	Sell	187,057 -2,615	-1%	-$241K	0.06%	150
2025 Q2	$17.5M	Sell	189,672 -20,679	-10%	-$1.88M	0.06%	144
2025 Q1	$19.5M	Buy	210,351 +78,627	+60%	+$7.18M	0.07%	131
2024 Q4	$11.9M	Buy	131,724 +16,938	+15%	+$1.56M	0.04%	220
2024 Q3	$10.9M	Buy	114,786 +7,515	+7%	+$701K	0.04%	232
2024 Q2	$9.77M	Buy	107,271 +9,186	+9%	+$831K	0.03%	236
2024 Q1	$9.01M	Buy	98,085 +14,232	+17%	+$1.3M	0.03%	251
2023 Q4	$7.75M	Buy	83,853 +21,478	+34%	+$1.9M	0.03%	241
2023 Q3	$5.48M	Buy	+62,375	New	+$5.62M	0.03%	288

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

Envestnet Portfolio Solutions's BOND Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 11% in Q2 2026, buying an estimated $1.67M and bringing the position to 179,754 shares worth $16.6M. The position accounts for 0.08% of the portfolio, ranked #153.

Envestnet Portfolio Solutions first reported a position in BOND in Q3 2023 and has held it in 12 quarters since. The position peaked at $19.5M in Q1 2025. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Envestnet Portfolio Solutions held 179,754 shares of PIMCO Active Bond Exchange-Traded Fund worth $16.6M as of Q2 2026.
Envestnet Portfolio Solutions bought 18,140 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $1.67M.
PIMCO Active Bond Exchange-Traded Fund made up 0.08% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #153 holding.
Envestnet Portfolio Solutions first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's PIMCO Active Bond Exchange-Traded Fund position peaked at $19.5M in Q1 2025.
540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.