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KWMG LLC’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

KWMG LLC’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 		$14.5M Buy
157,067
+7,626
+5% +$702K 1.05% 33
2026
Q1 		$13.8M Buy
149,441
+5,803
+4% +$541K 1.15% 32
2025
Q4 		$13.4M Buy
143,638
+2,832
+2% +$265K 1.15% 28
2025
Q3 		$13.1M Buy
140,806
+4,106
+3% +$379K 1.15% 30
2025
Q2 		$12.6M Buy
136,700
+712
+0.5% +$64.8K 1.18% 26
2025
Q1 		$12.6M Buy
135,988
+3,313
+2% +$303K 1.28% 22
2024
Q4 		$12M Buy
132,675
+1,824
+1% +$168K 1.24% 24
2024
Q3 		$12.4M Buy
130,851
+4,164
+3% +$389K 1.25% 24
2024
Q2 		$11.5M Buy
126,687
+7,398
+6% +$669K 1.24% 25
2024
Q1 		$11M Buy
119,289
+5,440
+5% +$498K 1.2% 25
2023
Q4 		$10.5M Buy
113,849
+1,863
+2% +$165K 1.23% 25
2023
Q3 		$9.84M Buy
111,986
+5,492
+5% +$494K 1.24% 29
2023
Q2 		$9.76M Buy
106,494
+11,482
+12% +$1.06M 1.21% 28
2023
Q1 		$8.81M Buy
95,012
+2,612
+3% +$241K 1.19% 29
2022
Q4 		$8.36M Buy
92,400
+4,897
+6% +$441K 1.19% 28
2022
Q3 		$7.85M Buy
87,503
+2,890
+3% +$274K 1.21% 28
2022
Q2 		$8.06M Buy
84,613
+1,133
+1% +$110K 1.21% 27
2022
Q1 		$8.5M Buy
83,480
+4,831
+6% +$508K 1.17% 27
2021
Q4 		$8.61M Buy
78,649
+2,687
+4% +$295K 1.16% 26
2021
Q3 		$8.4M Buy
75,962
+2,009
+3% +$224K 1.23% 24
2021
Q2 		$8.24M Buy
73,953
+3,716
+5% +$410K 1.24% 23
2021
Q1 		$7.69M Buy
70,237
+63,349
+920% +$7.05M 1.23% 23
2020
Q4 		$779K Buy
+6,888
New +$773K 0.14% 112

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

KWMG LLC's BOND Position: Q2 2026 in Review

KWMG LLC increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 5.1% in Q2 2026, buying an estimated $702K and bringing the position to 157,067 shares worth $14.5M. The position accounts for 1.05% of the portfolio, ranked #33.

KWMG LLC first reported a position in BOND in Q4 2020 and has held it in 23 quarters since. 545 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • KWMG LLC held 157,067 shares of PIMCO Active Bond Exchange-Traded Fund worth $14.5M as of Q2 2026.
  • KWMG LLC bought 7,626 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $702K.
  • PIMCO Active Bond Exchange-Traded Fund made up 1.05% of KWMG LLC's portfolio in Q2 2026, its #33 holding.
  • KWMG LLC first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and has held it in 23 quarters since.
  • 545 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.