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

Opal Wealth 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 		– Sell
-510
Closed -$47.1K – 280
2026
Q1 		$47.1K Buy
+510
New +$47.6K 0.01% 412
2025
Q3 		– Sell
-694
Closed -$64K – 244
2025
Q2 		$64K Buy
694
+32
+5% +$2.91K 0.02% 339
2025
Q1 		$61.2K Sell
662
-7,659
-92% -$699K 0.02% 333
2024
Q4 		$752K Sell
8,321
-135
-2% -$12.4K 0.23% 61
2024
Q3 		$800K Sell
8,456
-337
-4% -$31.5K 0.25% 54
2024
Q2 		$801K Buy
8,793
+159
+2% +$14.4K 0.26% 47
2024
Q1 		$793K Buy
8,634
+30
+0.3% +$2.75K 0.27% 52
2023
Q4 		$795K Buy
+8,604
New +$763K 0.31% 52

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

Opal Wealth Advisors's BOND Position: Q2 2026 in Review

Opal Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026, closing a stake of 510 shares — an estimated $47.1K sold.

Opal Wealth Advisors first reported a position in BOND in Q4 2023 and held it in 8 quarters. The position peaked at $801K in Q2 2024. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Opal Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 510 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $47.1K.
  • Opal Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and held it in 8 quarters.
  • Opal Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $801K in Q2 2024.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.