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

Kingswood Wealth 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	$294K	Sell	3,193 -12	-0.4%	-$1.1K	0.01%	788
2026 Q1	$296K	Sell	3,205 -115	-3%	-$10.7K	0.01%	718
2025 Q4	$309K	Sell	3,320 -158	-5%	-$14.8K	0.01%	671
2025 Q3	$325K	Buy	3,478 +746	+27%	+$68.8K	0.02%	601
2025 Q2	$252K	Buy	2,732 +315	+13%	+$28.7K	0.02%	623
2025 Q1	$223K	Sell	2,417 -3,096	-56%	-$283K	0.02%	644
2024 Q4	$498K	Buy	5,513 +450	+9%	+$41.4K	0.04%	440
2024 Q3	$480K	Buy	5,063 +1,258	+33%	+$117K	0.03%	458
2024 Q2	$347K	Buy	3,805 +747	+24%	+$67.6K	0.03%	481
2024 Q1	$281K	Hold	3,058	–	–	0.03%	500
2023 Q4	$283K	Buy	+3,058	New	+$271K	0.03%	493
2023 Q3	–	Sell	-3,432	Closed	-$314K	–	431
2023 Q2	$314K	Buy	+3,432	New	+$316K	0.1%	192

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

Kingswood Wealth Advisors's BOND Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.37% in Q2 2026, selling an estimated $1.1K and leaving 3,193 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #788.

Kingswood Wealth Advisors first reported a position in BOND in Q2 2023 and has held it in 12 quarters since. The position peaked at $498K in Q4 2024. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Kingswood Wealth Advisors held 3,193 shares of PIMCO Active Bond Exchange-Traded Fund worth $294K as of Q2 2026.
Kingswood Wealth Advisors sold 12 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $1.1K.
PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #788 holding.
Kingswood Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $498K in Q4 2024.
540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.