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Prosperity Consulting Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Prosperity Consulting Group’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 		$936K Sell
10,156
-90
-0.9% -$8.29K 0.04% 280
2026
Q1 		$946K Buy
10,246
+468
+5% +$43.7K 0.04% 255
2025
Q4 		$910K Buy
+9,778
New +$915K 0.04% 264
2025
Q2 		– Sell
-2,423
Closed -$224K – 454
2025
Q1 		$224K Buy
2,423
+100
+4% +$9.13K 0.02% 424
2024
Q4 		$210K Buy
2,323
+153
+7% +$14.1K 0.02% 449
2024
Q3 		$205K Buy
+2,170
New +$203K 0.02% 446

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

Prosperity Consulting Group's BOND Position: Q2 2026 in Review

Prosperity Consulting Group reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.88% in Q2 2026, selling an estimated $8.29K and leaving 10,156 shares worth $936K. The position accounts for 0.04% of the portfolio, ranked #280.

Prosperity Consulting Group first reported a position in BOND in Q3 2024 and has held it in 6 quarters since. The position peaked at $946K in Q1 2026. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Prosperity Consulting Group held 10,156 shares of PIMCO Active Bond Exchange-Traded Fund worth $936K as of Q2 2026.
  • Prosperity Consulting Group sold 90 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $8.29K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.04% of Prosperity Consulting Group's portfolio in Q2 2026, its #280 holding.
  • Prosperity Consulting Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2024 and has held it in 6 quarters since.
  • Prosperity Consulting Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $946K in Q1 2026.
  • 541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.