Rollins Financial Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Rollins Financial 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	$936K	Sell	10,147 -71	-0.7%	-$6.54K	0.12%	78
2026 Q1	$943K	Buy	10,218 +2,813	+38%	+$262K	0.15%	71
2025 Q4	$689K	Buy	7,405 +3,904	+112%	+$365K	0.1%	79
2025 Q3	$327K	Sell	3,501 -677	-16%	-$62.5K	0.05%	112
2025 Q2	$385K	Buy	4,178 +716	+21%	+$65.1K	0.06%	93
2025 Q1	$320K	Buy	3,462 +718	+26%	+$65.6K	0.06%	99
2024 Q4	$248K	Sell	2,744 -289	-10%	-$26.6K	0.04%	115
2024 Q3	$287K	Buy	+3,033	New	+$283K	0.05%	105

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Rollins Financial Advisors's BOND Position: Q2 2026 in Review

Rollins Financial Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.69% in Q2 2026, selling an estimated $6.54K and leaving 10,147 shares worth $936K. The position accounts for 0.12% of the portfolio, ranked #78.

Rollins Financial Advisors first reported a position in BOND in Q3 2024 and has held it in 8 quarters since. The position peaked at $943K in Q1 2026. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Rollins Financial Advisors held 10,147 shares of PIMCO Active Bond Exchange-Traded Fund worth $936K as of Q2 2026.
Rollins Financial Advisors sold 71 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $6.54K.
PIMCO Active Bond Exchange-Traded Fund made up 0.12% of Rollins Financial Advisors's portfolio in Q2 2026, its #78 holding.
Rollins Financial Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
Rollins Financial Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $943K in Q1 2026.
543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.