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Roger Wittlin Investment Advisory’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Roger Wittlin Investment Advisory’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 		$3.3M Buy
35,759
+29
+0.1% +$2.67K 2.59% 10
2026
Q1 		$3.3M Sell
35,730
-4,691
-12% -$438K 2.7% 11
2025
Q4 		$3.76M Sell
40,421
-9,150
-18% -$856K 2.63% 10
2025
Q3 		$4.63M Sell
49,571
-6,682
-12% -$617K 2.57% 10
2025
Q2 		$5.19M Buy
56,253
+13,294
+31% +$1.21M 2.89% 10
2025
Q1 		$3.97M Buy
42,959
+159
+0.4% +$14.5K 2.32% 11
2024
Q4 		$3.87M Sell
42,800
-31,165
-42% -$2.87M 2.17% 11
2024
Q3 		$7M Buy
73,965
+8,339
+13% +$778K 4.03% 8
2024
Q2 		$5.98M Sell
65,626
-18,476
-22% -$1.67M 3.84% 9
2024
Q1 		$7.73M Buy
84,102
+17,142
+26% +$1.57M 5.42% 6
2023
Q4 		$6.19M Buy
66,960
+7,191
+12% +$637K 4.57% 6
2023
Q3 		$5.25M Sell
59,769
-5,186
-8% -$467K 4.46% 8
2023
Q2 		$5.95M Sell
64,955
-12
-0% -$1.11K 4.82% 6
2023
Q1 		$6.03M Buy
64,967
+7,126
+12% +$659K 5.39% 7
2022
Q4 		$5.23M Buy
57,841
+44,497
+333% +$4M 5.22% 8
2022
Q3 		$658K Sell
13,344
-136,699
-91% -$12.9M 17.89% 2
2022
Q2 		$14.3M Buy
+150,043
New +$14.6M 14.1% 1

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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 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

Roger Wittlin Investment Advisory's BOND Position: Q2 2026 in Review

Roger Wittlin Investment Advisory increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.08% in Q2 2026, buying an estimated $2.67K and bringing the position to 35,759 shares worth $3.3M. The position accounts for 2.59% of the portfolio, ranked #10.

Roger Wittlin Investment Advisory first reported a position in BOND in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.3M in Q2 2022. 97 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Roger Wittlin Investment Advisory held 35,759 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.3M as of Q2 2026.
  • Roger Wittlin Investment Advisory bought 29 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $2.67K.
  • PIMCO Active Bond Exchange-Traded Fund made up 2.59% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #10 holding.
  • Roger Wittlin Investment Advisory first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2022 and has held it in 17 quarters since.
  • Roger Wittlin Investment Advisory's PIMCO Active Bond Exchange-Traded Fund position peaked at $14.3M in Q2 2022.
  • 97 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.