Keyvantage Wealth’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Keyvantage Wealth’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	-15,398	Closed	-$1.42M	–	98
2026 Q1	$1.42M	Sell	15,398 -2,064	-12%	-$193K	0.63%	26
2025 Q4	$1.63M	Sell	17,462 -86	-0.5%	-$8.05K	0.7%	26
2025 Q3	$1.64M	Sell	17,548 -1,775	-9%	-$164K	0.69%	24
2025 Q2	$1.78M	Sell	19,323 -2,527	-12%	-$230K	0.8%	24
2025 Q1	$2.02M	Sell	21,850 -40,209	-65%	-$3.67M	0.98%	24
2024 Q4	$5.61M	Buy	+62,059	New	+$5.71M	4.01%	7

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

Keyvantage Wealth's BOND Position: Q2 2026 in Review

Keyvantage Wealth sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026, closing a stake of 15,398 shares — an estimated $1.42M sold.

Keyvantage Wealth first reported a position in BOND in Q4 2024 and held it in 6 quarters. The position peaked at $5.61M in Q4 2024. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Keyvantage Wealth reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Keyvantage Wealth sold 15,398 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $1.42M.
Keyvantage Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and held it in 6 quarters.
Keyvantage Wealth's PIMCO Active Bond Exchange-Traded Fund position peaked at $5.61M in Q4 2024.
543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.