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

MBL 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 		$408K Sell
4,422
-199
-4% -$18.3K 0.03% 237
2026
Q1 		$426K Buy
4,621
+441
+11% +$41.1K 0.03% 220
2025
Q4 		$389K Sell
4,180
-69
-2% -$6.46K 0.03% 207
2025
Q3 		$397K Sell
4,249
-119
-3% -$11K 0.03% 176
2025
Q2 		$403K Sell
4,368
-99
-2% -$9.01K 0.04% 158
2025
Q1 		$413K Buy
4,467
+1
+0% +$91 0.04% 147
2024
Q4 		$404K Buy
4,466
+6
+0.1% +$552 0.04% 148
2024
Q3 		$422K Buy
4,460
+11
+0.2% +$1.03K 0.05% 143
2024
Q2 		$405K Sell
4,449
-230
-5% -$20.8K 0.05% 140
2024
Q1 		$430K Buy
4,679
+666
+17% +$60.9K 0.05% 138
2023
Q4 		$371K Buy
4,013
+71
+2% +$6.29K 0.05% 130
2023
Q3 		$347K Sell
3,942
-395
-9% -$35.6K 0.05% 132
2023
Q2 		$397K Sell
4,337
-897
-17% -$82.7K 0.06% 123
2023
Q1 		$486K Sell
5,234
-20,061
-79% -$1.85M 0.08% 100
2022
Q4 		$2.29M Buy
25,295
+4,100
+19% +$369K 0.44% 40
2022
Q3 		$1.9M Buy
21,195
+5,649
+36% +$535K 0.41% 46
2022
Q2 		$1.48M Sell
15,546
-11,569
-43% -$1.12M 0.37% 52
2022
Q1 		$2.76M Buy
+27,115
New +$2.85M 0.67% 34
2021
Q3 		$1.22M Buy
+11,055
New +$1.23M 0.42% 45
2021
Q1 		$1.72M Sell
15,723
-566
-3% -$63K 0.6% 39
2020
Q4 		$1.84M Buy
+16,289
New +$1.83M 0.73% 35

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

MBL Wealth's BOND Position: Q2 2026 in Review

MBL Wealth reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 4.3% in Q2 2026, selling an estimated $18.3K and leaving 4,422 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #237.

MBL Wealth first reported a position in BOND in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.76M in Q1 2022. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • MBL Wealth held 4,422 shares of PIMCO Active Bond Exchange-Traded Fund worth $408K as of Q2 2026.
  • MBL Wealth sold 199 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $18.3K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.03% of MBL Wealth's portfolio in Q2 2026, its #237 holding.
  • MBL Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and has held it in 21 quarters since.
  • MBL Wealth's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.76M in Q1 2022.
  • 541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.