Focus Partners Wealth
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Focus Partners Wealth’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Focus Partners Wealth’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 		$473K Sell
5,134
-43,478
-89% -$4M ﹤0.01% 1988
2026
Q1 		$4.61M Sell
48,612
-832
-2% -$77.6K 0.01% 965
2025
Q4 		$4.61M Buy
49,444
+46,403
+1,526% +$4.34M 0.01% 975
2025
Q3 		$284K Sell
3,041
-54,497
-95% -$5.03M ﹤0.01% 1870
2025
Q2 		$5.3M Sell
57,538
-1,081
-2% -$98.3K 0.01% 658
2025
Q1 		$5.42M Buy
58,619
+55,317
+1,675% +$5.05M 0.01% 605
2024
Q4 		$299K Buy
+3,302
New +$304K ﹤0.01% 1556

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 22.9% 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

Focus Partners Wealth's BOND Position: Q2 2026 in Review

Focus Partners Wealth reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 89% in Q2 2026, selling an estimated $4M and leaving 5,134 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Focus Partners Wealth first reported a position in BOND in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.42M in Q1 2025. 546 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Focus Partners Wealth held 5,134 shares of PIMCO Active Bond Exchange-Traded Fund worth $473K as of Q2 2026.
  • Focus Partners Wealth sold 43,478 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $4M.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1988 holding.
  • Focus Partners Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's PIMCO Active Bond Exchange-Traded Fund position peaked at $5.42M in Q1 2025.
  • 546 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

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