Independent Advisor Alliance’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Independent Advisor Alliance’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	-112,917	Closed	-$10.4M	–	1089
2026 Q1	$10.4M	Buy	+112,917	New	+$10.5M	0.11%	164
2025 Q1	–	Sell	-140,493	Closed	-$12.7M	–	851
2024 Q4	$12.7M	Buy	+140,493	New	+$12.9M	0.17%	134
2020 Q1	–	Sell	-2,448	Closed	-$264K	–	462
2019 Q4	$264K	Buy	+2,448	New	+$265K	0.01%	722

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 22.9% 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

Independent Advisor Alliance's BOND Position: Q2 2026 in Review

Independent Advisor Alliance sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026, closing a stake of 112,917 shares — an estimated $10.4M sold.

Independent Advisor Alliance first reported a position in BOND in Q4 2019 and held it in 3 quarters. The position peaked at $12.7M in Q4 2024. 546 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Independent Advisor Alliance reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 112,917 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $10.4M.
Independent Advisor Alliance first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's PIMCO Active Bond Exchange-Traded Fund position peaked at $12.7M in Q4 2024.
546 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.