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&Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

&Partners’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 		$10.8M Buy
117,170
+59,561
+103% +$5.48M 0.04% 365
2026
Q1 		$5.36M Buy
57,609
+34,017
+144% +$3.17M 0.03% 501
2025
Q4 		$2.2M Buy
23,592
+16,169
+218% +$1.51M 0.01% 814
2025
Q3 		$693K Sell
7,423
-154
-2% -$14.2K ﹤0.01% 1269
2025
Q2 		$698K Sell
7,577
-54,930
-88% -$5M 0.01% 1168
2025
Q1 		$5.77M Buy
62,507
+7,493
+14% +$684K 0.06% 271
2024
Q4 		$4.97M Buy
55,014
+40,240
+272% +$3.7M 0.06% 278
2024
Q3 		$1.4M Buy
14,774
+1,112
+8% +$104K 0.03% 448
2024
Q2 		$1.24M Buy
+13,662
New +$1.24M 0.05% 293

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

&Partners's BOND Position: Q2 2026 in Review

&Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 103% in Q2 2026, buying an estimated $5.48M and bringing the position to 117,170 shares worth $10.8M. The position accounts for 0.04% of the portfolio, ranked #365.

&Partners first reported a position in BOND in Q2 2024 and has held it in 9 quarters since. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • &Partners held 117,170 shares of PIMCO Active Bond Exchange-Traded Fund worth $10.8M as of Q2 2026.
  • &Partners bought 59,561 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $5.48M.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.04% of &Partners's portfolio in Q2 2026, its #365 holding.
  • &Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.