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

Forteris 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 		$2.58M Buy
28,005
+201
+0.7% +$18.5K 2.11% 16
2026
Q1 		$2.57M Buy
27,804
+1,755
+7% +$164K 2.46% 15
2025
Q4 		$2.42M Buy
+26,049
New +$2.44M 2.39% 17

Other funds holding BOND

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

Forteris Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.72% in Q2 2026, buying an estimated $18.5K and bringing the position to 28,005 shares worth $2.58M. The position accounts for 2.11% of the portfolio, ranked #16.

Forteris Wealth Management first reported a position in BOND in Q4 2025 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Forteris Wealth Management held 28,005 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.58M as of Q2 2026.
  • Forteris Wealth Management bought 201 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $18.5K.
  • PIMCO Active Bond Exchange-Traded Fund made up 2.11% of Forteris Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Forteris Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.