Milestone Asset Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Milestone Asset Management’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	$3.6M	Sell	39,045 -1,162	-3%	-$107K	0.57%	55
2026 Q1	$3.71M	Sell	40,207 -81	-0.2%	-$7.56K	0.68%	42
2025 Q4	$3.75M	Sell	40,288 -1,761	-4%	-$165K	0.71%	37
2025 Q3	$3.93M	Sell	42,049 -913	-2%	-$84.2K	0.74%	29
2025 Q2	$3.96M	Buy	42,962 +556	+1%	+$50.6K	0.84%	29
2025 Q1	$3.92M	Sell	42,406 -3,206	-7%	-$293K	0.83%	28
2024 Q4	$4.12M	Sell	45,612 -60,904	-57%	-$5.61M	0.91%	30
2024 Q3	$10.1M	Buy	106,516 +16,145	+18%	+$1.51M	2.26%	10
2024 Q2	$8.23M	Buy	+90,371	New	+$8.17M	2.06%	10

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

Milestone Asset Management's BOND Position: Q2 2026 in Review

Milestone Asset Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.9% in Q2 2026, selling an estimated $107K and leaving 39,045 shares worth $3.6M. The position accounts for 0.57% of the portfolio, ranked #55.

Milestone Asset Management first reported a position in BOND in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.1M in Q3 2024. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Milestone Asset Management held 39,045 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.6M as of Q2 2026.
Milestone Asset Management sold 1,162 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $107K.
PIMCO Active Bond Exchange-Traded Fund made up 0.57% of Milestone Asset Management's portfolio in Q2 2026, its #55 holding.
Milestone Asset Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
Milestone Asset Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $10.1M in Q3 2024.
541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.