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

McAdam 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 		$262K Buy
+2,840
New +$261K 0.01% 412
2018
Q4 		– Sell
-25
Closed -$3K – 125
2018
Q3 		$3K Hold
25
– – ﹤0.01% 461
2018
Q2 		$3K Hold
25
– – ﹤0.01% 445
2018
Q1 		$3K Buy
+25
New +$2.61K ﹤0.01% 455

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

McAdam LLC's BOND Position: Q2 2026 in Review

McAdam LLC opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026: 2,840 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: McAdam LLC previously reported a position in BOND as recently as Q3 2018.

McAdam LLC first reported a position in BOND in Q1 2018 and has held it in 4 quarters since. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • McAdam LLC held 2,840 shares of PIMCO Active Bond Exchange-Traded Fund worth $262K as of Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund was a new McAdam LLC position in Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #412 holding.
  • McAdam LLC first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2018 and has held it in 4 quarters since.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.