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Millstone Evans Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Millstone Evans Group’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 		$22.7K Hold
246
– – 0.01% 481
2026
Q1 		$22.7K Hold
246
– – 0.01% 463
2025
Q4 		$22.9K Hold
246
– – 0.01% 458
2025
Q3 		$23K Hold
246
– – 0.01% 438
2025
Q2 		$22.7K Hold
246
– – 0.02% 428
2025
Q1 		$22.7K Hold
246
– – 0.02% 432
2024
Q4 		$22.2K Buy
+246
New +$22.6K 0.02% 404

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $3.32B AUM 20.01% 1-Year Est. Return

Millstone Evans Group's BOND Position: Q2 2026 in Review

Millstone Evans Group held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q2 2026 at 246 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #481.

Millstone Evans Group first reported a position in BOND in Q4 2024 and has held it in 7 quarters since. The position peaked at $23K in Q3 2025. 465 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Millstone Evans Group held 246 shares of PIMCO Active Bond Exchange-Traded Fund worth $22.7K as of Q2 2026.
  • Millstone Evans Group left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #481 holding.
  • Millstone Evans Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $23K in Q3 2025.
  • 465 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.