MML Investors Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

MML Investors Services’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	$21.1M	Buy	229,015 +52,665	+30%	+$4.85M	0.04%	393
2026 Q1	$16.3M	Sell	176,350 -17,062	-9%	-$1.59M	0.05%	390
2025 Q4	$18M	Buy	193,412 +9,320	+5%	+$872K	0.04%	385
2025 Q3	$17.2M	Buy	184,092 +2,908	+2%	+$268K	0.05%	382
2025 Q2	$16.7M	Buy	181,184 +15,072	+9%	+$1.37M	0.05%	373
2025 Q1	$15.4M	Buy	166,112 +7,852	+5%	+$717K	0.05%	358
2024 Q4	$14.3M	Buy	158,260 +3,817	+2%	+$351K	0.05%	361
2024 Q3	$14.6M	Buy	154,443 +17,222	+13%	+$1.61M	0.05%	333
2024 Q2	$12.5M	Buy	137,221 +45,253	+49%	+$4.09M	0.05%	343
2024 Q1	$8.45M	Buy	91,968 +9,765	+12%	+$893K	0.03%	465
2023 Q4	$7.6M	Sell	82,203 -80,993	-50%	-$7.18M	0.04%	460
2023 Q3	$14.3M	Buy	163,196 +139,221	+581%	+$12.5M	0.08%	249
2023 Q2	$2.2M	Sell	23,975 -1,299	-5%	-$120K	0.01%	869
2023 Q1	$2.34M	Sell	25,274 -1,232	-5%	-$114K	0.02%	721
2022 Q4	$2.4M	Sell	26,506 -2,334	-8%	-$210K	0.02%	753
2022 Q3	$2.59M	Sell	28,840 -4,004	-12%	-$379K	0.02%	652
2022 Q2	$3.13M	Sell	32,844 -62,276	-65%	-$6.05M	0.02%	576
2022 Q1	$9.68M	Sell	95,120 -16,774	-15%	-$1.77M	0.07%	284
2021 Q4	$12.2M	Buy	111,894 +2,785	+3%	+$306K	0.09%	238
2021 Q3	$12.1M	Buy	109,109 +9,775	+10%	+$1.09M	0.1%	234
2021 Q2	$11M	Buy	99,334 +12,658	+15%	+$1.4M	0.09%	235
2021 Q1	$9.49M	Buy	86,676 +54,704	+171%	+$6.09M	0.09%	243
2020 Q4	$3.62M	Buy	31,972 +6,964	+28%	+$782K	0.04%	394
2020 Q3	$2.81M	Buy	25,008 +317	+1%	+$35.6K	0.04%	410
2020 Q2	$2.75M	Buy	24,691 +4,495	+22%	+$492K	0.04%	392
2020 Q1	$2.14M	Buy	20,196 +2,637	+15%	+$287K	0.04%	403
2019 Q4	$1.89M	Sell	17,559 -1,104	-6%	-$120K	0.03%	500
2019 Q3	$2.03M	Sell	18,663 -3,807	-17%	-$412K	0.03%	441
2019 Q2	$2.42M	Buy	22,470 +6,427	+40%	+$680K	0.03%	423
2019 Q1	$1.69M	Buy	16,043 +5,102	+47%	+$530K	0.03%	520
2018 Q4	$1.12M	Sell	10,941 -1,273	-10%	-$129K	0.02%	603
2018 Q3	$1.25M	Buy	12,214 +3,684	+43%	+$379K	0.02%	600
2018 Q2	$879K	Sell	8,530 -17,219	-67%	-$1.77M	0.02%	612
2018 Q1	$2.68M	Sell	25,749 -7,684	-23%	-$802K	0.06%	287
2017 Q4	$3.54M	Buy	33,433 +22,476	+205%	+$2.39M	0.07%	238
2017 Q3	$1.17M	Sell	10,957 -2,752	-20%	-$294K	0.02%	460
2017 Q2	$1.45M	Buy	+13,709	New	+$1.45M	0.03%	402

Other funds holding BOND

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

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

HWM

Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MML Investors Services's BOND Position: Q2 2026 in Review

MML Investors Services increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 30% in Q2 2026, buying an estimated $4.85M and bringing the position to 229,015 shares worth $21.1M. The position accounts for 0.04% of the portfolio, ranked #393.

MML Investors Services first reported a position in BOND in Q2 2017 and has held it in 37 quarters since. 352 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

MML Investors Services held 229,015 shares of PIMCO Active Bond Exchange-Traded Fund worth $21.1M as of Q2 2026.
MML Investors Services bought 52,665 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $4.85M.
PIMCO Active Bond Exchange-Traded Fund made up 0.04% of MML Investors Services's portfolio in Q2 2026, its #393 holding.
MML Investors Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2017 and has held it in 37 quarters since.
352 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.