First Foundation Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

First Foundation 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	$741K	Sell	8,040 -54	-0.7%	-$4.97K	0.03%	204
2026 Q1	$747K	Hold	8,094	–	–	0.03%	198
2025 Q4	$753K	Sell	8,094 -588	-7%	-$55K	0.03%	192
2025 Q3	$810K	Hold	8,682	–	–	0.03%	193
2025 Q2	$800K	Sell	8,682 -605	-7%	-$55K	0.03%	205
2025 Q1	$859K	Hold	9,287	–	–	0.04%	178
2024 Q4	$840K	Hold	9,287	–	–	0.03%	187
2024 Q3	$879K	Buy	+9,287	New	+$867K	0.03%	180
2021 Q2	–	Sell	-3,295	Closed	-$361K	–	450
2021 Q1	$361K	Sell	3,295 -5,928	-64%	-$660K	0.02%	317
2020 Q4	$1.04M	Hold	9,223	–	–	0.05%	185
2020 Q3	$1.04M	Sell	9,223 -5,380	-37%	-$605K	0.05%	176
2020 Q2	$1.63M	Sell	14,603 -840	-5%	-$92K	0.08%	130
2020 Q1	$1.64M	Sell	15,443 -230	-1%	-$25K	0.1%	118
2019 Q4	$1.69M	Buy	15,673 +12,364	+374%	+$1.34M	0.08%	137
2019 Q3	$360K	Hold	3,309	–	–	0.02%	265
2019 Q2	$356K	Hold	3,309	–	–	0.02%	252
2019 Q1	$349K	Hold	3,309	–	–	0.02%	249
2018 Q4	$340K	Hold	3,309	–	–	0.02%	303
2018 Q3	$339K	Hold	3,309	–	–	0.02%	273
2018 Q2	$341K	Sell	3,309 -500	-13%	-$51.4K	0.02%	252
2018 Q1	$397K	Sell	3,809 -3,185	-46%	-$333K	0.02%	233
2017 Q4	$741K	Buy	6,994 +2,970	+74%	+$316K	0.04%	195
2017 Q3	$430K	Hold	4,024	–	–	0.02%	214
2017 Q2	$427K	Buy	4,024 +1,059	+36%	+$112K	0.03%	218
2017 Q1	$312K	Sell	2,965 -320	-10%	-$33.5K	0.02%	253
2016 Q4	$342K	Buy	3,285 +760	+30%	+$80K	0.02%	243
2016 Q3	$273K	Hold	2,525	–	–	0.02%	242
2016 Q2	$271K	Hold	2,525	–	–	0.02%	248
2016 Q1	$266K	Hold	2,525	–	–	0.02%	247
2015 Q4	$263K	Buy	+2,525	New	+$267K	0.02%	244

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

First Foundation Advisors's BOND Position: Q2 2026 in Review

First Foundation Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.67% in Q2 2026, selling an estimated $4.97K and leaving 8,040 shares worth $741K. The position accounts for 0.03% of the portfolio, ranked #204.

First Foundation Advisors first reported a position in BOND in Q4 2015 and has held it in 30 quarters since. The position peaked at $1.69M in Q4 2019. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

First Foundation Advisors held 8,040 shares of PIMCO Active Bond Exchange-Traded Fund worth $741K as of Q2 2026.
First Foundation Advisors sold 54 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $4.97K.
PIMCO Active Bond Exchange-Traded Fund made up 0.03% of First Foundation Advisors's portfolio in Q2 2026, its #204 holding.
First Foundation Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2015 and has held it in 30 quarters since.
First Foundation Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.69M in Q4 2019.
543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.