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Prospera Financial Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Prospera Financial Services’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 		$415K Buy
+4,501
New +$414K 0.01% 1114
2026
Q1 		– Sell
-2,293
Closed -$213K – 1429
2025
Q4 		$213K Sell
2,293
-661
-22% -$61.8K ﹤0.01% 1272
2025
Q3 		$276K Sell
2,954
-1,327
-31% -$122K ﹤0.01% 1175
2025
Q2 		$395K Sell
4,281
-354
-8% -$32.2K 0.01% 995
2025
Q1 		$429K Sell
4,635
-1,833
-28% -$167K 0.01% 843
2024
Q4 		$585K Buy
6,468
+3,379
+109% +$311K 0.01% 698
2024
Q3 		$292K Buy
+3,089
New +$288K 0.01% 931
2022
Q3 		– Sell
-1,729
Closed -$165K – 923
2022
Q2 		$165K Buy
1,729
+1,679
+3,358% +$163K 0.01% 780
2022
Q1 		$5K Buy
+50
New +$5.26K ﹤0.01% 2252
2020
Q4 		– Sell
-1,085
Closed -$122K – 784
2020
Q3 		$122K Buy
+1,085
New +$122K 0.05% 360
2018
Q2 		– Sell
-2,244
Closed -$234K – 451
2018
Q1 		$234K Buy
2,244
+19
+0.9% +$1.98K 0.03% 389
2017
Q4 		$236K Buy
+2,225
New +$237K 0.04% 351

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
LIP
Lynch Investment Planning Newtown Square, Pennsylvania $130M AUM

Prospera Financial Services's BOND Position: Q2 2026 in Review

Prospera Financial Services opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026: 4,501 shares worth $415K. The stake represents 0.01% of the portfolio and ranks #1114 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in BOND as recently as Q4 2025.

Prospera Financial Services first reported a position in BOND in Q4 2017 and has held it in 12 quarters since. The position peaked at $585K in Q4 2024. 88 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Prospera Financial Services held 4,501 shares of PIMCO Active Bond Exchange-Traded Fund worth $415K as of Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund was a new Prospera Financial Services position in Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1114 holding.
  • Prospera Financial Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and has held it in 12 quarters since.
  • Prospera Financial Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $585K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.