Pinnacle Bancorp’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Pinnacle Bancorp’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	$92.8K	Buy	1,006 +50	+5%	+$4.6K	0.02%	361
2026 Q1	$88.2K	Hold	956	–	–	0.03%	353
2025 Q4	$89K	Buy	956 +21	+2%	+$1.97K	0.03%	347
2025 Q3	$87.3K	Sell	935 -7	-0.7%	-$646	0.03%	348
2025 Q2	$86.8K	Hold	942	–	–	0.03%	337
2025 Q1	$87.1K	Buy	942 +412	+78%	+$37.6K	0.03%	327
2024 Q4	$47.9K	Hold	530	–	–	0.02%	435
2024 Q3	$50.1K	Hold	530	–	–	0.01%	423
2024 Q2	$48.3K	Hold	530	–	–	0.01%	410
2024 Q1	$48.7K	Hold	530	–	–	0.01%	412
2023 Q4	$49K	Sell	530 -24	-4%	-$2.13K	0.02%	389
2023 Q3	$48.7K	Buy	554 +28	+5%	+$2.52K	0.02%	366
2023 Q2	$48.2K	Buy	+526	New	+$48.5K	0.02%	375

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

Pinnacle Bancorp's BOND Position: Q2 2026 in Review

Pinnacle Bancorp increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 5.2% in Q2 2026, buying an estimated $4.6K and bringing the position to 1,006 shares worth $92.8K. The position accounts for 0.02% of the portfolio, ranked #361.

Pinnacle Bancorp first reported a position in BOND in Q2 2023 and has held it in 13 quarters since. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Pinnacle Bancorp held 1,006 shares of PIMCO Active Bond Exchange-Traded Fund worth $92.8K as of Q2 2026.
Pinnacle Bancorp bought 50 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $4.6K.
PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Pinnacle Bancorp's portfolio in Q2 2026, its #361 holding.
Pinnacle Bancorp first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2023 and has held it in 13 quarters since.
540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.