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Milestones Private Investment Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Milestones Private Investment Advisors’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 		$257K Hold
2,783
– – 0.2% 66
2026
Q1 		$257K Sell
2,783
-2,708
-49% -$253K 0.23% 68
2025
Q4 		$511K Buy
5,491
+4
+0.1% +$374 0.35% 69
2025
Q3 		$512K Buy
5,487
+4
+0.1% +$369 0.35% 68
2025
Q2 		$505K Buy
+5,483
New +$499K 0.37% 69

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

Milestones Private Investment Advisors's BOND Position: Q2 2026 in Review

Milestones Private Investment Advisors held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q2 2026 at 2,783 shares worth $257K. The position accounts for 0.2% of the portfolio, ranked #66.

Milestones Private Investment Advisors first reported a position in BOND in Q2 2025 and has held it in 5 quarters since. The position peaked at $512K in Q3 2025. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Milestones Private Investment Advisors held 2,783 shares of PIMCO Active Bond Exchange-Traded Fund worth $257K as of Q2 2026.
  • Milestones Private Investment Advisors left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.2% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • Milestones Private Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
  • Milestones Private Investment Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $512K in Q3 2025.
  • 541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.