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J.W. Cole Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

J.W. Cole 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 		$818K Sell
8,870
-585
-6% -$53.9K 0.01% 818
2026
Q1 		$873K Buy
9,455
+768
+9% +$71.7K 0.03% 406
2025
Q4 		$809K Sell
8,687
-5,015
-37% -$469K 0.02% 714
2025
Q3 		$1.28M Sell
13,702
-2,930
-18% -$270K 0.02% 632
2025
Q2 		$1.53M Buy
16,632
+4,561
+38% +$415K 0.03% 513
2025
Q1 		$1.12M Buy
12,071
+5,395
+81% +$493K 0.03% 504
2024
Q4 		$604K Buy
6,676
+2,246
+51% +$207K 0.02% 551
2024
Q3 		$419K Buy
4,430
+52
+1% +$4.85K 0.02% 664
2024
Q2 		$399K Sell
4,378
-371
-8% -$33.6K 0.02% 594
2024
Q1 		$436K Buy
4,749
+1,155
+32% +$106K 0.02% 571
2023
Q4 		$332K Sell
3,594
-66
-2% -$5.85K 0.02% 605
2023
Q3 		$322K Sell
3,660
-36,041
-91% -$3.24M 0.02% 546
2023
Q2 		$3.64M Buy
39,701
+20,543
+107% +$1.89M 0.26% 94
2023
Q1 		$1.78M Buy
19,158
+15,633
+443% +$1.45M 0.13% 188
2022
Q4 		$319K Buy
3,525
+17
+0.5% +$1.53K 0.02% 540
2022
Q3 		$315K Sell
3,508
-1,195
-25% -$113K 0.03% 520
2022
Q2 		$448K Sell
4,703
-2,446
-34% -$238K 0.04% 438
2022
Q1 		$728K Sell
7,149
-3,740
-34% -$394K 0.05% 351
2021
Q4 		$1.19M Buy
+10,889
New +$1.2M 0.08% 266
2021
Q3 		– Sell
-7,741
Closed -$859K – 497
2021
Q2 		$859K Buy
7,741
+97
+1% +$10.7K 0.07% 304
2021
Q1 		$837K Buy
7,644
+547
+8% +$60.9K 0.08% 273
2020
Q4 		$803K Sell
7,097
-1,518
-18% -$170K 0.08% 250
2020
Q3 		$969K Buy
+8,615
New +$969K 0.07% 259
2020
Q1 		– Sell
-6,273
Closed -$676K – 152
2019
Q4 		$676K Buy
+6,273
New +$679K 0.09% 247

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

J.W. Cole Advisors's BOND Position: Q2 2026 in Review

J.W. Cole Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 6.2% in Q2 2026, selling an estimated $53.9K and leaving 8,870 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #818.

J.W. Cole Advisors first reported a position in BOND in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.64M in Q2 2023. 223 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • J.W. Cole Advisors held 8,870 shares of PIMCO Active Bond Exchange-Traded Fund worth $818K as of Q2 2026.
  • J.W. Cole Advisors sold 585 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $53.9K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #818 holding.
  • J.W. Cole Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 24 quarters since.
  • J.W. Cole Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.64M in Q2 2023.
  • 223 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.