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

Helium 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 		– Sell
-6,315
Closed -$583K – 108
2026
Q1 		$583K Buy
+6,315
New +$589K 0.55% 44

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

Helium Advisors's BOND Position: Q2 2026 in Review

Helium Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026, closing a stake of 6,315 shares — an estimated $583K sold.

Helium Advisors first reported a position in BOND in Q1 2026 and held it in 1 quarter. The position peaked at $583K in Q1 2026. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Helium Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Helium Advisors sold 6,315 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $583K.
  • Helium Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2026 and held it in 1 quarter.
  • Helium Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $583K in Q1 2026.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.