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Fortitude Advisory Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Fortitude Advisory Group’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 		$761K Buy
8,252
+4,142
+101% +$381K 0.29% 78
2026
Q1 		$379K Buy
+4,110
New +$383K 0.17% 126
2022
Q2 		– Sell
-150
Closed -$15K – 349
2022
Q1 		$15K Hold
150
– – 0.01% 916
2021
Q4 		$16K Buy
+150
New +$16.5K 0.01% 897

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

Fortitude Advisory Group's BOND Position: Q2 2026 in Review

Fortitude Advisory Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 101% in Q2 2026, buying an estimated $381K and bringing the position to 8,252 shares worth $761K. The position accounts for 0.29% of the portfolio, ranked #78.

Fortitude Advisory Group first reported a position in BOND in Q4 2021 and has held it in 4 quarters since. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Fortitude Advisory Group held 8,252 shares of PIMCO Active Bond Exchange-Traded Fund worth $761K as of Q2 2026.
  • Fortitude Advisory Group bought 4,142 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $381K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.29% of Fortitude Advisory Group's portfolio in Q2 2026, its #78 holding.
  • Fortitude Advisory Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and has held it in 4 quarters since.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.