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Patriot Financial Group Insurance Agency’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Patriot Financial Group Insurance Agency’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
-2,542
Closed -$235K – 506
2026
Q1 		$235K Buy
+2,542
New +$237K 0.01% 628
2024
Q2 		– Sell
-3,074
Closed -$282K – 487
2024
Q1 		$282K Sell
3,074
-487
-14% -$44.6K 0.04% 379
2023
Q4 		$329K Sell
3,561
-316
-8% -$28K 0.06% 315
2023
Q3 		$341K Buy
3,877
+88
+2% +$7.92K 0.07% 308
2023
Q2 		$347K Buy
3,789
+147
+4% +$13.6K 0.07% 306
2023
Q1 		$338K Sell
3,642
-1,849
-34% -$171K 0.07% 306
2022
Q4 		$497K Buy
5,491
+60
+1% +$5.4K 0.07% 212
2022
Q3 		$487K Buy
5,431
+441
+9% +$41.7K 0.12% 198
2022
Q2 		$475K Buy
4,990
+1,682
+51% +$163K 0.1% 209
2022
Q1 		$337K Buy
3,308
+212
+7% +$22.3K 0.06% 311
2021
Q4 		$339K Sell
3,096
-34
-1% -$3.73K 0.06% 320
2021
Q3 		$346K Sell
3,130
-24
-0.8% -$2.68K 0.06% 311
2021
Q2 		$350K Buy
3,154
+399
+14% +$44K 0.06% 301
2021
Q1 		$302K Buy
2,755
+4
+0.1% +$445 0.07% 286
2020
Q4 		$311K Buy
2,751
+1,883
+217% +$211K 0.08% 257
2020
Q3 		$98K Buy
868
+61
+8% +$6.86K 0.03% 393
2020
Q2 		$90K Sell
807
-180
-18% -$19.7K 0.03% 368
2020
Q1 		$105K Buy
987
+115
+13% +$12.5K 0.05% 310
2019
Q4 		$94K Buy
872
+94
+12% +$10.2K 0.04% 350
2019
Q3 		$85K Buy
778
+77
+11% +$8.34K 0.04% 338
2019
Q2 		$75K Sell
701
-98
-12% -$10.4K 0.03% 365
2019
Q1 		$84K Buy
799
+284
+55% +$29.5K 0.04% 301
2018
Q4 		$53K Sell
515
-279
-35% -$28.3K 0.03% 311
2018
Q3 		$81K Buy
794
+327
+70% +$33.6K 0.05% 227
2018
Q2 		$48K Hold
467
– – 0.05% 187
2018
Q1 		$48K Hold
467
– – 0.04% 322
2017
Q4 		$50K Hold
467
– – 0.04% 299
2017
Q3 		$50K Hold
467
– – 0.04% 259
2017
Q2 		$49K Hold
467
– – 0.05% 244
2017
Q1 		$49K Hold
467
– – 0.05% 226
2016
Q4 		$49K Buy
+467
New +$49.2K 0.07% 218

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

Patriot Financial Group Insurance Agency's BOND Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026, closing a stake of 2,542 shares — an estimated $235K sold.

Patriot Financial Group Insurance Agency first reported a position in BOND in Q4 2016 and held it in 31 quarters. The position peaked at $497K in Q4 2022. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,542 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $235K.
  • Patriot Financial Group Insurance Agency first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2016 and held it in 31 quarters.
  • Patriot Financial Group Insurance Agency's PIMCO Active Bond Exchange-Traded Fund position peaked at $497K in Q4 2022.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.