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

EverSource 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	$152K	Buy	1,645 +5	+0.3%	+$460	0.01%	1164
2026 Q1	$151K	Sell	1,640 -982	-37%	-$91.6K	﹤0.01%	1205
2025 Q4	$244K	Sell	2,622 -1,344	-34%	-$126K	0.01%	858
2025 Q3	$370K	Sell	3,966 -6,616	-63%	-$610K	0.01%	620
2025 Q2	$975K	Sell	10,582 -5,822	-35%	-$530K	0.04%	287
2025 Q1	$1.52M	Buy	16,404 +15,374	+1,493%	+$1.4M	0.08%	190
2024 Q4	$93.2K	Buy	1,030 +344	+50%	+$31.7K	0.01%	928
2024 Q3	$64.9K	Sell	686 -1,535	-69%	-$143K	﹤0.01%	957
2024 Q2	$206K	Buy	2,221 +1,379	+164%	+$125K	0.01%	547
2024 Q1	$75.1K	Buy	842 +361	+75%	+$33K	0.01%	821
2023 Q4	$44.5K	Buy	+481	New	+$42.6K	﹤0.01%	945

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

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

EverSource Wealth Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.3% in Q2 2026, buying an estimated $460 and bringing the position to 1,645 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #1164.

EverSource Wealth Advisors first reported a position in BOND in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q1 2025. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

EverSource Wealth Advisors held 1,645 shares of PIMCO Active Bond Exchange-Traded Fund worth $152K as of Q2 2026.
EverSource Wealth Advisors bought 5 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $460.
PIMCO Active Bond Exchange-Traded Fund made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1164 holding.
EverSource Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.52M in Q1 2025.
540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.