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Richard W. Paul & Associates’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Richard W. Paul & Associates’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 		$10.3M Buy
111,468
+40,470
+57% +$3.73M 3.14% 7
2026
Q1 		$6.55M Buy
70,998
+51,453
+263% +$4.8M 2.21% 11
2025
Q4 		$1.82M Buy
19,545
+3,831
+24% +$358K 0.6% 35
2025
Q3 		$1.47M Buy
15,714
+2,161
+16% +$199K 0.5% 50
2025
Q2 		$1.25M Buy
13,553
+183
+1% +$16.6K 0.45% 50
2025
Q1 		$1.24M Buy
+13,370
New +$1.22M 0.48% 44

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

Richard W. Paul & Associates's BOND Position: Q2 2026 in Review

Richard W. Paul & Associates increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 57% in Q2 2026, buying an estimated $3.73M and bringing the position to 111,468 shares worth $10.3M. The position accounts for 3.14% of the portfolio, ranked #7.

Richard W. Paul & Associates first reported a position in BOND in Q1 2025 and has held it in 6 quarters since. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Richard W. Paul & Associates held 111,468 shares of PIMCO Active Bond Exchange-Traded Fund worth $10.3M as of Q2 2026.
  • Richard W. Paul & Associates bought 40,470 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $3.73M.
  • PIMCO Active Bond Exchange-Traded Fund made up 3.14% of Richard W. Paul & Associates's portfolio in Q2 2026, its #7 holding.
  • Richard W. Paul & Associates first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.