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Focused Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Focused Wealth Management’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 		$270K Buy
2,929
+21
+0.7% +$1.93K 0.02% 201
2026
Q1 		$268K Sell
2,908
-754
-21% -$70.4K 0.03% 164
2025
Q4 		$341K Sell
3,662
-491
-12% -$45.9K 0.04% 134
2025
Q3 		$388K Sell
4,153
-164
-4% -$15.1K 0.04% 125
2025
Q2 		$398K Sell
4,317
-77
-2% -$7K 0.05% 113
2025
Q1 		$406K Sell
4,394
-437
-9% -$39.9K 0.05% 105
2024
Q4 		$437K Sell
4,831
-707
-13% -$65.1K 0.06% 93
2024
Q3 		$524K Buy
5,538
+28
+0.5% +$2.61K 0.07% 103
2024
Q2 		$502K Sell
5,510
-2,095
-28% -$189K 0.07% 92
2024
Q1 		$699K Sell
7,605
-803
-10% -$73.5K 0.11% 75
2023
Q4 		$777K Sell
8,408
-457
-5% -$40.5K 0.13% 66
2023
Q3 		$779K Sell
8,865
-668
-7% -$60.1K 0.14% 61
2023
Q2 		$873K Sell
9,533
-139
-1% -$12.8K 0.16% 58
2023
Q1 		$897K Sell
9,672
-1,715
-15% -$159K 0.18% 53
2022
Q4 		$1.03M Sell
11,387
-362
-3% -$32.6K 0.21% 55
2022
Q3 		$1.05M Sell
11,749
-25
-0.2% -$2.37K 0.22% 49
2022
Q2 		$1.12M Sell
11,774
-463,867
-98% -$45.1M 0.2% 58
2022
Q1 		$48.4M Buy
475,641
+30,936
+7% +$3.26M 7.67% 3
2021
Q4 		$48.7M Buy
444,705
+444,603
+435,885% +$48.8M 7.52% 3
2021
Q3 		$11K Buy
102
+1
+1% +$111 ﹤0.01% 581
2021
Q2 		$11K Hold
101
– – ﹤0.01% 591
2021
Q1 		$11K Sell
101
-1,872
-95% -$208K ﹤0.01% 581
2020
Q4 		$223K Buy
+1,973
New +$222K 0.04% 147

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

Focused Wealth Management's BOND Position: Q2 2026 in Review

Focused Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.72% in Q2 2026, buying an estimated $1.93K and bringing the position to 2,929 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #201.

Focused Wealth Management first reported a position in BOND in Q4 2020 and has held it in 23 quarters since. The position peaked at $48.7M in Q4 2021. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Focused Wealth Management held 2,929 shares of PIMCO Active Bond Exchange-Traded Fund worth $270K as of Q2 2026.
  • Focused Wealth Management bought 21 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $1.93K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Focused Wealth Management's portfolio in Q2 2026, its #201 holding.
  • Focused Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and has held it in 23 quarters since.
  • Focused Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $48.7M in Q4 2021.
  • 541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.