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

EP 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 		$3.23M Buy
35,020
+10,130
+41% +$933K 0.01% 476
2026
Q1 		$2.3M Buy
24,890
+2,026
+9% +$189K 0.01% 451
2025
Q4 		$2.13M Buy
+22,864
New +$2.14M 0.01% 431
2025
Q2 		$1.92M Sell
20,877
-9,630
-32% -$876K 0.01% 422
2025
Q1 		$2.82M Sell
30,507
-1,535
-5% -$140K 0.02% 307
2024
Q4 		$2.9M Buy
32,042
+6,185
+24% +$569K 0.02% 291
2024
Q3 		$2.45M Buy
25,857
+1,340
+5% +$125K 0.02% 318
2024
Q2 		$2.23M Buy
24,517
+672
+3% +$60.8K 0.02% 260
2024
Q1 		$2.19M Sell
23,845
-4,397
-16% -$402K 0.03% 245
2023
Q4 		$2.61M Buy
28,242
+2,968
+12% +$263K 0.03% 226
2023
Q3 		$2.22M Buy
25,274
+4,828
+24% +$435K 0.03% 228
2023
Q2 		$2.41M Sell
20,446
-31,632
-61% -$2.92M 0.03% 218
2023
Q1 		$2.55M Sell
52,078
-16,302
-24% -$1.51M 0.04% 209
2022
Q4 		$6.19M Buy
68,380
+41,396
+153% +$3.72M 0.11% 114
2022
Q3 		$2.42M Sell
26,984
-24,865
-48% -$2.35M 0.05% 175
2022
Q2 		$4.94M Buy
51,849
+25,251
+95% +$2.45M 0.11% 109
2022
Q1 		$2.71M Buy
26,598
+17,471
+191% +$1.84M 0.06% 170
2021
Q4 		$999K Buy
9,127
+564
+7% +$61.9K 0.02% 257
2021
Q3 		$947K Buy
8,563
+353
+4% +$39.4K 0.03% 248
2021
Q2 		$911K Sell
8,210
-984
-11% -$109K 0.03% 253
2021
Q1 		$1.01M Sell
9,194
-2,336
-20% -$260K 0.03% 225
2020
Q4 		$1.3M Sell
11,530
-1,136
-9% -$128K 0.05% 165
2020
Q3 		$1.42M Buy
12,666
+591
+5% +$66.4K 0.06% 138
2020
Q2 		$1.35M Sell
12,075
-2,532
-17% -$277K 0.06% 151
2020
Q1 		$1.55M Sell
14,607
-4,722
-24% -$513K 0.08% 128
2019
Q4 		$2.08M Buy
19,329
+4,432
+30% +$480K 0.09% 131
2019
Q3 		$1.62M Buy
14,897
+1,780
+14% +$193K 0.08% 112
2019
Q2 		$1.41M Buy
13,117
+1,122
+9% +$119K 0.09% 97
2019
Q1 		$1.27M Sell
11,995
-7,145
-37% -$742K 0.12% 97
2018
Q4 		$1.97M Buy
19,140
+10,180
+114% +$1.03M 0.15% 83
2018
Q3 		$917K Buy
8,960
+3,350
+60% +$345K 0.07% 124
2018
Q2 		$578K Buy
+5,610
New +$577K 0.05% 107

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

EP Wealth Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 41% in Q2 2026, buying an estimated $933K and bringing the position to 35,020 shares worth $3.23M. The position accounts for 0.01% of the portfolio, ranked #476.

EP Wealth Advisors first reported a position in BOND in Q2 2018 and has held it in 32 quarters since. The position peaked at $6.19M in Q4 2022. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • EP Wealth Advisors held 35,020 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.23M as of Q2 2026.
  • EP Wealth Advisors bought 10,130 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $933K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #476 holding.
  • EP Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2018 and has held it in 32 quarters since.
  • EP Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $6.19M in Q4 2022.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.