Parr McKnight Wealth Management Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Parr McKnight Wealth Management Group’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	$14.5M	Buy	157,391 +7,645	+5%	+$704K	1.72%	8
2026 Q1	$13.8M	Buy	149,746 +8,388	+6%	+$783K	1.81%	5
2025 Q4	$13.2M	Buy	141,358 +19,857	+16%	+$1.86M	1.73%	8
2025 Q3	$11.3M	Buy	121,501 +13,667	+13%	+$1.26M	1.49%	9
2025 Q2	$9.94M	Buy	107,834 +16,133	+18%	+$1.47M	1.36%	11
2025 Q1	$8.48M	Buy	+91,701	New	+$8.37M	1.22%	13

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Parr McKnight Wealth Management Group's BOND Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 5.1% in Q2 2026, buying an estimated $704K and bringing the position to 157,391 shares worth $14.5M. The position accounts for 1.72% of the portfolio, ranked #8.

Parr McKnight Wealth Management Group first reported a position in BOND in Q1 2025 and has held it in 6 quarters since. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Parr McKnight Wealth Management Group held 157,391 shares of PIMCO Active Bond Exchange-Traded Fund worth $14.5M as of Q2 2026.
Parr McKnight Wealth Management Group bought 7,645 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $704K.
PIMCO Active Bond Exchange-Traded Fund made up 1.72% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #8 holding.
Parr McKnight Wealth Management Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.