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

Gateway Wealth Partners’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	$2.34M	Sell	25,396 -21,107	-45%	-$1.94M	0.14%	178
2026 Q1	$4.29M	Buy	46,503 +38,325	+469%	+$3.58M	0.17%	147
2025 Q4	$761K	Buy	8,178 +5,379	+192%	+$503K	0.08%	221
2025 Q3	$261K	Buy	2,799 +70	+3%	+$6.46K	0.04%	352
2025 Q2	$252K	Buy	2,729 +229	+9%	+$20.8K	0.05%	308
2025 Q1	$231K	Buy	+2,500	New	+$228K	0.05%	283
2023 Q2	–	Sell	-5,975	Closed	-$554K	–	242
2023 Q1	$554K	Buy	5,975 +907	+18%	+$83.8K	0.09%	113
2022 Q4	$459K	Buy	+5,068	New	+$456K	0.08%	116

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

Gateway Wealth Partners reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 45% in Q2 2026, selling an estimated $1.94M and leaving 25,396 shares worth $2.34M. The position accounts for 0.14% of the portfolio, ranked #178.

Gateway Wealth Partners first reported a position in BOND in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.29M in Q1 2026. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Gateway Wealth Partners held 25,396 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.34M as of Q2 2026.
Gateway Wealth Partners sold 21,107 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $1.94M.
PIMCO Active Bond Exchange-Traded Fund made up 0.14% of Gateway Wealth Partners's portfolio in Q2 2026, its #178 holding.
Gateway Wealth Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 8 quarters since.
Gateway Wealth Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $4.29M in Q1 2026.
540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.