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

OneDigital 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 		$169M Buy
1,835,711
+84,786
+5% +$7.81M 1.43% 11
2026
Q1 		$162M Buy
1,750,925
+198,601
+13% +$18.5M 1.58% 9
2025
Q4 		$144M Buy
1,552,324
+119,828
+8% +$11.2M 1.42% 14
2025
Q3 		$134M Buy
1,432,496
+103,252
+8% +$9.53M 1.37% 17
2025
Q2 		$123M Buy
1,329,244
+59,873
+5% +$5.45M 1.36% 15
2025
Q1 		$117M Buy
1,269,371
+115,135
+10% +$10.5M 1.39% 14
2024
Q4 		$104M Buy
1,154,236
+129,366
+13% +$11.9M 1.21% 18
2024
Q3 		$97M Buy
1,024,870
+187,822
+22% +$17.5M 1.11% 18
2024
Q2 		$76.2M Buy
837,048
+275,797
+49% +$24.9M 0.95% 21
2024
Q1 		$51.6M Buy
561,251
+45,442
+9% +$4.16M 0.81% 29
2023
Q4 		$47.7M Buy
515,809
+57,695
+13% +$5.11M 0.83% 28
2023
Q3 		$40.3M Sell
458,114
-1,211
-0.3% -$109K 0.87% 26
2023
Q2 		$42.1M Buy
459,325
+74,059
+19% +$6.83M 0.93% 27
2023
Q1 		$35.7M Buy
385,266
+155,736
+68% +$14.4M 0.84% 28
2022
Q4 		$20.8M Buy
229,530
+169,515
+282% +$15.3M 0.6% 34
2022
Q3 		$5.38M Buy
60,015
+50,003
+499% +$4.73M 0.2% 80
2022
Q2 		$954K Buy
10,012
+470
+5% +$45.7K 0.04% 273
2022
Q1 		$971K Buy
9,542
+7,423
+350% +$781K 0.04% 278
2021
Q4 		$232K Buy
2,119
+77
+4% +$8.46K 0.01% 677
2021
Q3 		$226K Buy
2,042
+172
+9% +$19.2K 0.01% 650
2021
Q2 		$207K Buy
+1,870
New +$206K 0.01% 671
2021
Q1 		– Sell
-1,990
Closed -$225K – 704
2020
Q4 		$225K Buy
1,990
+5
+0.3% +$561 0.01% 567
2020
Q3 		$223K Buy
+1,985
New +$223K 0.02% 523
2018
Q3 		– Sell
-178
Closed -$18K – 1054
2018
Q2 		$18K Hold
178
– – ﹤0.01% 839
2018
Q1 		$19K Sell
178
-974
-85% -$102K ﹤0.01% 836
2017
Q4 		$122K Buy
+1,152
New +$122K 0.01% 305

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
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

OneDigital Investment Advisors's BOND Position: Q2 2026 in Review

OneDigital Investment Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 4.8% in Q2 2026, buying an estimated $7.81M and bringing the position to 1,835,711 shares worth $169M. The position accounts for 1.43% of the portfolio, ranked #11.

OneDigital Investment Advisors first reported a position in BOND in Q4 2017 and has held it in 26 quarters since. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • OneDigital Investment Advisors held 1,835,711 shares of PIMCO Active Bond Exchange-Traded Fund worth $169M as of Q2 2026.
  • OneDigital Investment Advisors bought 84,786 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $7.81M.
  • PIMCO Active Bond Exchange-Traded Fund made up 1.43% of OneDigital Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • OneDigital Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and has held it in 26 quarters since.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.