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

Golden State 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	$76.4K	Sell	828 -29	-3%	-$2.67K	0.01%	632
2026 Q1	$79.1K	Buy	857 +295	+52%	+$27.5K	0.01%	570
2025 Q4	$52.3K	Buy	562 +1	+0.2%	+$94	0.01%	681
2025 Q3	$52.5K	Sell	561 -7	-1%	-$646	0.01%	664
2025 Q2	$52.4K	Buy	568 +46	+9%	+$4.18K	0.01%	631
2025 Q1	$48.3K	Sell	522 -6,610	-93%	-$604K	0.01%	602
2024 Q4	$645K	Buy	+7,132	New	+$656K	0.1%	167
2020 Q2	–	Sell	-255	Closed	-$27K	–	342
2020 Q1	$27K	Buy	+255	New	+$27.7K	0.01%	457
2019 Q4	–	Sell	-255	Closed	-$28K	–	158
2019 Q3	$28K	Hold	255	–	–	0.01%	556
2019 Q2	$27K	Hold	255	–	–	0.01%	565
2019 Q1	$27K	Buy	+255	New	+$26.5K	0.01%	562

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 Wealth Management's BOND Position: Q2 2026 in Review

Golden State Wealth Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.4% in Q2 2026, selling an estimated $2.67K and leaving 828 shares worth $76.4K. The position accounts for 0.01% of the portfolio, ranked #632.

Golden State Wealth Management first reported a position in BOND in Q1 2019 and has held it in 11 quarters since. The position peaked at $645K in Q4 2024. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Golden State Wealth Management held 828 shares of PIMCO Active Bond Exchange-Traded Fund worth $76.4K as of Q2 2026.
Golden State Wealth Management sold 29 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $2.67K.
PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #632 holding.
Golden State Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $645K in Q4 2024.
540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.