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Mutual Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Mutual 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 		$3.96M Sell
42,911
-541
-1% -$49.8K 0.07% 260
2026
Q1 		$4.01M Buy
+43,452
New +$4.05M 0.09% 226
2025
Q2 		– Sell
-173,534
Closed -$15.9M – 1176
2025
Q1 		$15.9M Buy
+173,534
New +$15.8M 0.45% 30
2024
Q2 		– Sell
-6,205
Closed -$570K – 1087
2024
Q1 		$570K Buy
+6,205
New +$568K 0.02% 654
2021
Q4 		– Sell
-28,257
Closed -$3.12M – 888
2021
Q3 		$3.12M Sell
28,257
-14,281
-34% -$1.59M 0.18% 133
2021
Q2 		$4.72M Buy
42,538
+1,187
+3% +$131K 0.28% 83
2021
Q1 		$4.53M Sell
41,351
-3,832
-8% -$427K 0.31% 75
2020
Q4 		$5.11M Sell
45,183
-1,283
-3% -$144K 0.38% 53
2020
Q3 		$5.22M Sell
46,466
-3,553
-7% -$399K 0.45% 44
2020
Q2 		$5.58M Sell
50,019
-45,810
-48% -$5.02M 0.55% 29
2020
Q1 		$10.2M Buy
+95,829
New +$10.4M 1.38% 9
2019
Q3 		– Sell
-1,999
Closed -$215K – 547
2019
Q2 		$215K Buy
1,999
+25
+1% +$2.65K 0.03% 513
2019
Q1 		$208K Hold
1,974
– – 0.03% 442
2018
Q4 		$203K Sell
1,974
-1,728
-47% -$176K 0.04% 400
2018
Q3 		$379K Buy
3,702
+501
+16% +$51.5K 0.06% 318
2018
Q2 		$330K Buy
3,201
+20
+0.6% +$2.06K 0.08% 311
2018
Q1 		$332K Buy
3,181
+1,016
+47% +$106K 0.08% 289
2017
Q4 		$230K Buy
+2,165
New +$230K 0.09% 250

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

Mutual Advisors's BOND Position: Q2 2026 in Review

Mutual Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.2% in Q2 2026, selling an estimated $49.8K and leaving 42,911 shares worth $3.96M. The position accounts for 0.07% of the portfolio, ranked #260.

Mutual Advisors first reported a position in BOND in Q4 2017 and has held it in 18 quarters since. The position peaked at $15.9M in Q1 2025. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Mutual Advisors held 42,911 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.96M as of Q2 2026.
  • Mutual Advisors sold 541 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $49.8K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.07% of Mutual Advisors's portfolio in Q2 2026, its #260 holding.
  • Mutual Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and has held it in 18 quarters since.
  • Mutual Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $15.9M in Q1 2025.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.