Prime Capital Investment Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Prime Capital Investment 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	$227K	Sell	2,460 -1,147	-32%	-$106K	﹤0.01%	977
2026 Q1	$333K	Sell	3,607 -34	-0.9%	-$3.17K	﹤0.01%	802
2025 Q4	$339K	Buy	3,641 +1,475	+68%	+$138K	﹤0.01%	778
2025 Q3	$202K	Sell	2,166 -280	-11%	-$25.8K	﹤0.01%	942
2025 Q2	$225K	Sell	2,446 -220	-8%	-$20K	﹤0.01%	860
2025 Q1	$247K	Buy	2,666 +305	+13%	+$27.9K	﹤0.01%	905
2024 Q4	$213K	Buy	+2,361	New	+$217K	﹤0.01%	842
2023 Q4	–	Sell	-2,311	Closed	-$203K	–	965
2023 Q3	$203K	Buy	2,311 +64	+3%	+$5.76K	﹤0.01%	680
2023 Q2	$206K	Buy	+2,247	New	+$207K	﹤0.01%	701
2023 Q1	–	Sell	-2,607	Closed	-$236K	–	564
2022 Q4	$236K	Buy	+2,607	New	+$235K	0.01%	463
2022 Q3	–	Sell	-2,314	Closed	-$220K	–	411
2022 Q2	$220K	Buy	+2,314	New	+$225K	0.01%	342

Other funds holding BOND

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SHGA

Sand Hill Global Advisors Palo Alto, California $3.32B AUM 20.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prime Capital Investment Advisors's BOND Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 32% in Q2 2026, selling an estimated $106K and leaving 2,460 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Prime Capital Investment Advisors first reported a position in BOND in Q2 2022 and has held it in 11 quarters since. The position peaked at $339K in Q4 2025. 448 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Prime Capital Investment Advisors held 2,460 shares of PIMCO Active Bond Exchange-Traded Fund worth $227K as of Q2 2026.
Prime Capital Investment Advisors sold 1,147 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $106K.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #977 holding.
Prime Capital Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2022 and has held it in 11 quarters since.
Prime Capital Investment Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $339K in Q4 2025.
448 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.