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Koss-Olinger Consulting’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Koss-Olinger Consulting’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 		$124M Buy
1,347,216
+80,646
+6% +$7.42M 9.57% 3
2026
Q1 		$117M Sell
1,266,570
-49,093
-4% -$4.58M 9.8% 2
2025
Q4 		$122M Buy
1,315,663
+659,320
+100% +$61.7M 9.49% 2
2025
Q3 		$60.5M Sell
656,343
-2,994
-0.5% -$276K 5% 2
2025
Q2 		$60.8M Sell
659,337
-20,592
-3% -$1.87M 4.99% 2
2025
Q1 		$62.9M Buy
679,929
+12,345
+2% +$1.13M 5.3% 2
2024
Q4 		$60.4M Buy
667,584
+409,695
+159% +$37.7M 5.29% 2
2024
Q3 		$24.4M Sell
257,889
-4,760
-2% -$444K 2.12% 14
2024
Q2 		$23.9M Buy
+262,649
New +$23.8M 2.21% 13
2024
Q1 		– Sell
-277,970
Closed -$25.7M – 74
2023
Q4 		$25.7M Buy
+277,970
New +$24.6M 2.52% 11
2023
Q1 		– Sell
-29,154
Closed -$2.64M – 263
2022
Q4 		$2.64M Buy
+29,154
New +$2.62M 0.38% 29

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

Koss-Olinger Consulting's BOND Position: Q2 2026 in Review

Koss-Olinger Consulting increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 6.4% in Q2 2026, buying an estimated $7.42M and bringing the position to 1,347,216 shares worth $124M. The position accounts for 9.57% of the portfolio, ranked #3.

Koss-Olinger Consulting first reported a position in BOND in Q4 2022 and has held it in 11 quarters since. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Koss-Olinger Consulting held 1,347,216 shares of PIMCO Active Bond Exchange-Traded Fund worth $124M as of Q2 2026.
  • Koss-Olinger Consulting bought 80,646 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $7.42M.
  • PIMCO Active Bond Exchange-Traded Fund made up 9.57% of Koss-Olinger Consulting's portfolio in Q2 2026, its #3 holding.
  • Koss-Olinger Consulting first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 11 quarters since.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.