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Plante Moran Financial Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Plante Moran Financial 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 		$15.1K Buy
+164
New +$15.1K ﹤0.01% 503
2023
Q2 		– Sell
-22
Closed -$2.06K – 798
2023
Q1 		$2.06K Buy
22
+10
+83% +$924 ﹤0.01% 707
2022
Q4 		$1.05K Buy
12
+1
+9% +$90 ﹤0.01% 763
2022
Q3 		$1K Hold
11
– – ﹤0.01% 810
2022
Q2 		$1K Hold
11
– – ﹤0.01% 884
2022
Q1 		$1K Hold
11
– – ﹤0.01% 770
2021
Q4 		$1K Hold
11
– – ﹤0.01% 951
2021
Q3 		$1K Hold
11
– – ﹤0.01% 890
2021
Q2 		$1K Sell
11
-132
-92% -$14.6K ﹤0.01% 903
2021
Q1 		$16K Buy
+143
New +$15.9K ﹤0.01% 564
2017
Q2 		– Sell
-213
Closed -$22K – 838
2017
Q1 		$22K Buy
+213
New +$22.3K 0.01% 459
2014
Q4 		– Sell
-2,099
Closed -$228K – 810
2014
Q3 		$228K Sell
2,099
-108
-5% -$11.8K 0.2% 87
2014
Q2 		$241K Buy
2,207
+3
+0.1% +$324 0.22% 79
2014
Q1 		$235K Buy
2,204
+4
+0.2% +$425 0.26% 67
2013
Q4 		$230K Sell
2,200
-81
-4% -$8.58K 0.13% 81
2013
Q3 		$241K Buy
2,281
+12
+0.5% +$1.26K 0.15% 65
2013
Q2 		$239K Buy
+2,269
New +$248K 0.18% 55

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

Plante Moran Financial Advisors's BOND Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026: 164 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in BOND as recently as Q1 2023.

Plante Moran Financial Advisors first reported a position in BOND in Q2 2013 and has held it in 17 quarters since. The position peaked at $241K in Q2 2014. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Plante Moran Financial Advisors held 164 shares of PIMCO Active Bond Exchange-Traded Fund worth $15.1K as of Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund was a new Plante Moran Financial Advisors position in Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #503 holding.
  • Plante Moran Financial Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and has held it in 17 quarters since.
  • Plante Moran Financial Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $241K in Q2 2014.
  • 541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.