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

Goldstein 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 		$29.2M Buy
316,893
+35,392
+13% +$3.26M 2.67% 8
2026
Q1 		$26M Buy
281,501
+12,491
+5% +$1.17M 2.89% 9
2025
Q4 		$25M Buy
269,010
+5,437
+2% +$509K 2.85% 10
2025
Q3 		$24.6M Buy
263,573
+20,495
+8% +$1.89M 2.99% 9
2025
Q2 		$22.4M Sell
243,078
-5,525
-2% -$503K 3.01% 10
2025
Q1 		$23M Buy
248,603
+415
+0.2% +$37.9K 3.36% 9
2024
Q4 		$22.4M Buy
248,188
+22,826
+10% +$2.1M 3.26% 9
2024
Q3 		$21.3M Buy
225,362
+10,405
+5% +$971K 3.24% 9
2024
Q2 		$19.6M Sell
214,957
-44,769
-17% -$4.05M 3.27% 10
2024
Q1 		$23.9M Buy
259,726
+41,068
+19% +$3.76M 4.07% 7
2023
Q4 		$20.2M Buy
218,658
+4,376
+2% +$388K 3.41% 7
2023
Q3 		$18.8M Buy
214,282
+13,075
+6% +$1.18M 3.93% 7
2023
Q2 		$18.4M Buy
201,207
+49,591
+33% +$4.57M 3.86% 7
2023
Q1 		$14.1M Buy
151,616
+1,052
+0.7% +$97.2K 3.09% 10
2022
Q4 		$13.6M Buy
+150,564
New +$13.5M 3.3% 8

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

Goldstein Advisors's BOND Position: Q2 2026 in Review

Goldstein Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 13% in Q2 2026, buying an estimated $3.26M and bringing the position to 316,893 shares worth $29.2M. The position accounts for 2.67% of the portfolio, ranked #8.

Goldstein Advisors first reported a position in BOND in Q4 2022 and has held it in 15 quarters since. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Goldstein Advisors held 316,893 shares of PIMCO Active Bond Exchange-Traded Fund worth $29.2M as of Q2 2026.
  • Goldstein Advisors bought 35,392 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $3.26M.
  • PIMCO Active Bond Exchange-Traded Fund made up 2.67% of Goldstein Advisors's portfolio in Q2 2026, its #8 holding.
  • Goldstein Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.