Golden State Equity Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Golden State Equity 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	–	Sell	-19,659	Closed	-$1.81M	–	498
2026 Q1	$1.81M	Buy	19,659 +6,968	+55%	+$650K	0.14%	177
2025 Q4	$1.18M	Buy	12,691 +8,213	+183%	+$768K	0.19%	120
2025 Q3	$418K	Buy	4,478 +670	+18%	+$61.8K	0.07%	297
2025 Q2	$351K	Sell	3,808 -300	-7%	-$27.3K	0.07%	314
2025 Q1	$380K	Buy	4,108 +1,428	+53%	+$130K	0.08%	298
2024 Q4	$242K	Sell	2,680 -72,984	-96%	-$6.72M	0.05%	374
2024 Q3	$7.16M	Buy	75,664 +36,560	+93%	+$3.41M	1.12%	14
2024 Q2	$3.56M	Buy	+39,104	New	+$3.54M	0.74%	20
2023 Q4	$4.01M	Sell	43,421 -1,450	-3%	-$129K	0.97%	20
2023 Q3	$3.94M	Buy	44,871 +40,373	+898%	+$3.63M	1.1%	16
2023 Q2	$412K	Sell	4,498 -13,139	-74%	-$1.21M	0.12%	211
2023 Q1	$1.64M	Buy	+17,637	New	+$1.63M	0.89%	33

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

Golden State Equity Partners's BOND Position: Q2 2026 in Review

Golden State Equity Partners sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026, closing a stake of 19,659 shares — an estimated $1.81M sold.

Golden State Equity Partners first reported a position in BOND in Q1 2023 and held it in 12 quarters. The position peaked at $7.16M in Q3 2024. 542 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Golden State Equity Partners reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 19,659 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $1.81M.
Golden State Equity Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2023 and held it in 12 quarters.
Golden State Equity Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $7.16M in Q3 2024.
542 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.