Jones Financial Companies
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Jones Financial Companies’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Jones Financial Companies’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 		$33.8M Buy
365,565
+104,894
+40% +$9.66M 0.01% 515
2026
Q1 		$23.9M Buy
260,671
+99,867
+62% +$9.32M 0.01% 532
2025
Q4 		$15M Buy
160,804
+81,566
+103% +$7.63M 0.01% 373
2025
Q3 		$7.38M Buy
79,238
+21,268
+37% +$1.96M 0.01% 477
2025
Q2 		$5.32M Buy
57,970
+21,013
+57% +$1.91M ﹤0.01% 481
2025
Q1 		$3.41M Buy
36,957
+12,266
+50% +$1.12M ﹤0.01% 515
2024
Q4 		$2.23M Buy
24,691
+14,170
+135% +$1.3M ﹤0.01% 533
2024
Q3 		$998K Buy
10,521
+7,050
+203% +$658K ﹤0.01% 613
2024
Q2 		$316K Buy
+3,471
New +$314K ﹤0.01% 676
2022
Q2 		– Sell
-200
Closed -$20K – 732
2022
Q1 		$20K Buy
+200
New +$21.1K ﹤0.01% 435

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

Jones Financial Companies's BOND Position: Q2 2026 in Review

Jones Financial Companies increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 40% in Q2 2026, buying an estimated $9.66M and bringing the position to 365,565 shares worth $33.8M. The position accounts for 0.01% of the portfolio, ranked #515.

Jones Financial Companies first reported a position in BOND in Q1 2022 and has held it in 10 quarters since. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Jones Financial Companies held 365,565 shares of PIMCO Active Bond Exchange-Traded Fund worth $33.8M as of Q2 2026.
  • Jones Financial Companies bought 104,894 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $9.66M.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #515 holding.
  • Jones Financial Companies first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2022 and has held it in 10 quarters since.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.