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MorganRosel Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

MorganRosel Wealth 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 		$7.61M Buy
82,561
+6,075
+8% +$559K 2.57% 7
2026
Q1 		$7.06M Sell
76,486
-39,815
-34% -$3.71M 2.78% 5
2025
Q4 		$10.8M Buy
116,301
+7,496
+7% +$701K 2.71% 4
2025
Q3 		$10.2M Buy
108,805
+8,133
+8% +$750K 2.63% 4
2025
Q2 		$9.28M Buy
100,672
+2,769
+3% +$252K 2.53% 7
2025
Q1 		$9.05M Buy
97,903
+25,429
+35% +$2.32M 2.75% 5
2024
Q4 		$6.55M Buy
72,474
+4,486
+7% +$413K 2.15% 13
2024
Q3 		$6.43M Buy
67,988
+2,519
+4% +$235K 2.12% 16
2024
Q2 		$5.96M Buy
65,469
+750
+1% +$67.8K 2.11% 15
2024
Q1 		$5.95M Sell
64,719
-42
-0.1% -$3.84K 2.12% 15
2023
Q4 		$5.99M Buy
64,761
+20,452
+46% +$1.81M 2.32% 12
2023
Q3 		$3.89M Sell
44,309
-73
-0.2% -$6.57K 1.63% 17
2023
Q2 		$4.07M Sell
44,382
-39
-0.1% -$3.6K 1.66% 16
2023
Q1 		$4.12M Buy
44,421
+737
+2% +$68.1K 1.76% 16
2022
Q4 		$3.95M Buy
43,684
+36,383
+498% +$3.27M 1.82% 14
2022
Q3 		$655K Buy
7,301
+1,855
+34% +$176K 0.33% 56
2022
Q2 		$519K Sell
5,446
-273
-5% -$26.5K 0.28% 67
2022
Q1 		$582K Buy
5,719
+713
+14% +$75K 0.28% 62
2021
Q4 		$548K Buy
5,006
+92
+2% +$10.1K 0.27% 59
2021
Q3 		$543K Buy
4,914
+523
+12% +$58.3K 0.3% 61
2021
Q2 		$487K Buy
4,391
+1,639
+60% +$181K 0.27% 61
2021
Q1 		$301K Buy
+2,752
New +$306K 0.19% 68

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

MorganRosel Wealth Management's BOND Position: Q2 2026 in Review

MorganRosel Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 7.9% in Q2 2026, buying an estimated $559K and bringing the position to 82,561 shares worth $7.61M. The position accounts for 2.57% of the portfolio, ranked #7.

MorganRosel Wealth Management first reported a position in BOND in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.8M in Q4 2025. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • MorganRosel Wealth Management held 82,561 shares of PIMCO Active Bond Exchange-Traded Fund worth $7.61M as of Q2 2026.
  • MorganRosel Wealth Management bought 6,075 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $559K.
  • PIMCO Active Bond Exchange-Traded Fund made up 2.57% of MorganRosel Wealth Management's portfolio in Q2 2026, its #7 holding.
  • MorganRosel Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2021 and has held it in 22 quarters since.
  • MorganRosel Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $10.8M in Q4 2025.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.