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Greykasell Wealth Strategies’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Greykasell Wealth Strategies’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
-1,144
Closed -$106K – 498
2026
Q1 		$106K Buy
1,144
+1
+0.1% +$93 0.04% 189
2025
Q4 		$106K Buy
1,143
+1
+0.1% +$94 0.04% 185
2025
Q3 		$107K Buy
+1,142
New +$105K 0.04% 171

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 22.9% 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

Greykasell Wealth Strategies's BOND Position: Q2 2026 in Review

Greykasell Wealth Strategies sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026, closing a stake of 1,144 shares — an estimated $106K sold.

Greykasell Wealth Strategies first reported a position in BOND in Q3 2025 and held it in 3 quarters. The position peaked at $107K in Q3 2025. 546 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Greykasell Wealth Strategies reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Greykasell Wealth Strategies sold 1,144 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $106K.
  • Greykasell Wealth Strategies first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2025 and held it in 3 quarters.
  • Greykasell Wealth Strategies's PIMCO Active Bond Exchange-Traded Fund position peaked at $107K in Q3 2025.
  • 546 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.