Key Financial Inc’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Key Financial Inc’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	$193K	Buy	+2,091	New	+$193K	0.03%	305
2024 Q4	–	Sell	-285	Closed	-$27K	–	1387
2024 Q3	$27K	Hold	285	–	–	0.01%	585
2024 Q2	$26K	Hold	285	–	–	0.01%	588
2024 Q1	$26.2K	Hold	285	–	–	0.01%	557
2023 Q4	$26.3K	Hold	285	–	–	0.01%	531
2023 Q3	$25.1K	Hold	285	–	–	0.01%	520
2023 Q2	$26.1K	Hold	285	–	–	0.01%	521
2023 Q1	$26.4K	Buy	+285	New	+$26.3K	0.01%	487
2022 Q2	–	Sell	-89	Closed	-$9K	–	1093
2022 Q1	$9K	Hold	89	–	–	﹤0.01%	652
2021 Q4	$10K	Hold	89	–	–	0.01%	581
2021 Q3	$10K	Hold	89	–	–	0.01%	571
2021 Q2	$10K	Hold	89	–	–	0.01%	563
2021 Q1	$10K	Hold	89	–	–	0.01%	481
2020 Q4	$10K	Buy	+89	New	+$9.99K	0.01%	458

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 22.96% 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

Key Financial Inc's BOND Position: Q2 2026 in Review

Key Financial Inc opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026: 2,091 shares worth $193K. The stake represents 0.03% of the portfolio and ranks #305 among its holdings. This is a return to the name: Key Financial Inc previously reported a position in BOND as recently as Q3 2024.

Key Financial Inc first reported a position in BOND in Q4 2020 and has held it in 14 quarters since. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Key Financial Inc held 2,091 shares of PIMCO Active Bond Exchange-Traded Fund worth $193K as of Q2 2026.
PIMCO Active Bond Exchange-Traded Fund was a new Key Financial Inc position in Q2 2026.
PIMCO Active Bond Exchange-Traded Fund made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #305 holding.
Key Financial Inc first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and has held it in 14 quarters since.
543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.