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FSM Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

FSM Wealth 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 		$53.8M Buy
583,033
+45,091
+8% +$4.15M 5.73% 2
2026
Q1 		$49.6M Buy
537,942
+117,600
+28% +$11M 6.38% 2
2025
Q4 		$39.1M Buy
420,342
+42,229
+11% +$3.95M 5.35% 2
2025
Q3 		$35.3M Buy
378,113
+25,140
+7% +$2.32M 4.99% 2
2025
Q2 		$32.2M Buy
352,973
+58,011
+20% +$5.28M 5.24% 2
2025
Q1 		$27.3M Buy
294,962
+64,782
+28% +$5.92M 6.13% 2
2024
Q4 		$20.8M Buy
230,180
+36,298
+19% +$3.34M 5.09% 3
2024
Q3 		$18.3M Buy
193,882
+26,570
+16% +$2.48M 4.87% 3
2024
Q2 		$15.2M Buy
167,312
+19,715
+13% +$1.78M 5.11% 4
2024
Q1 		$13.6M Buy
147,597
+24,415
+20% +$2.23M 4.81% 4
2023
Q4 		$11.4M Buy
123,182
+28,228
+30% +$2.5M 4.84% 2
2023
Q3 		$8.35M Buy
94,954
+9,824
+12% +$884K 4.2% 3
2023
Q2 		$7.71M Buy
85,130
+21,669
+34% +$2M 3.87% 3
2023
Q1 		$5.89M Buy
63,461
+17,476
+38% +$1.62M 3.42% 6
2022
Q4 		$4.16M Buy
45,985
+6,457
+16% +$581K 2.96% 7
2022
Q3 		$3.55M Buy
39,528
+16,300
+70% +$1.54M 2.95% 7
2022
Q2 		$2.25M Buy
+23,228
New +$2.26M 2.22% 8

Other funds holding BOND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

FSM Wealth Advisors's BOND Position: Q2 2026 in Review

FSM Wealth Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 8.4% in Q2 2026, buying an estimated $4.15M and bringing the position to 583,033 shares worth $53.8M. The position accounts for 5.73% of the portfolio, ranked #2.

FSM Wealth Advisors first reported a position in BOND in Q2 2022 and has held it in 17 quarters since. 276 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • FSM Wealth Advisors held 583,033 shares of PIMCO Active Bond Exchange-Traded Fund worth $53.8M as of Q2 2026.
  • FSM Wealth Advisors bought 45,091 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $4.15M.
  • PIMCO Active Bond Exchange-Traded Fund made up 5.73% of FSM Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • FSM Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2022 and has held it in 17 quarters since.
  • 276 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.