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WELLINGTON-ALTUS USA INC.’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$3M Sell
32,523
-7,543
-19% -$694K 2.14% 5
2026
Q1 		$3.69M Buy
40,066
+8,446
+27% +$788K 2.18% 5
2025
Q4 		$2.94M Buy
+31,620
New +$2.96M 2.18% 7

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

WELLINGTON-ALTUS USA INC.'s BOND Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 19% in Q2 2026, selling an estimated $694K and leaving 32,523 shares worth $3M. The position accounts for 2.14% of the portfolio, ranked #5.

WELLINGTON-ALTUS USA INC. first reported a position in BOND in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.69M in Q1 2026. 544 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 32,523 shares of PIMCO Active Bond Exchange-Traded Fund worth $3M as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 7,543 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $694K.
  • PIMCO Active Bond Exchange-Traded Fund made up 2.14% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #5 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s PIMCO Active Bond Exchange-Traded Fund position peaked at $3.69M in Q1 2026.
  • 544 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.