Romano Brothers & Co’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Romano Brothers & Co’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	$1.48M	Sell	16,073 -1,045	-6%	-$96.2K	0.15%	145
2026 Q1	$1.58M	Buy	17,118 +710	+4%	+$66.2K	0.18%	130
2025 Q4	$1.53M	Buy	16,408 +4,233	+35%	+$396K	0.17%	129
2025 Q3	$1.14M	Buy	12,175 +565	+5%	+$52.1K	0.13%	146
2025 Q2	$1.07M	Buy	11,610 +700	+6%	+$63.7K	0.13%	152
2025 Q1	$1.01M	Buy	10,910 +1,610	+17%	+$147K	0.13%	159
2024 Q4	$841K	Buy	9,300 +990	+12%	+$91.1K	0.11%	175
2024 Q3	$786K	Buy	8,310 +1,050	+14%	+$98K	0.1%	180
2024 Q2	$661K	Buy	7,260 +2,665	+58%	+$241K	0.09%	183
2024 Q1	$422K	Buy	4,595 +1,700	+59%	+$156K	0.06%	222
2023 Q4	$268K	Buy	+2,895	New	+$257K	0.04%	265
2023 Q1	–	Sell	-1,675	Closed	-$152K	–	384
2022 Q4	$152K	Buy	+1,675	New	+$151K	0.02%	328

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

Romano Brothers & Co's BOND Position: Q2 2026 in Review

Romano Brothers & Co reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 6.1% in Q2 2026, selling an estimated $96.2K and leaving 16,073 shares worth $1.48M. The position accounts for 0.15% of the portfolio, ranked #145.

Romano Brothers & Co first reported a position in BOND in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.58M in Q1 2026. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Romano Brothers & Co held 16,073 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.48M as of Q2 2026.
Romano Brothers & Co sold 1,045 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $96.2K.
PIMCO Active Bond Exchange-Traded Fund made up 0.15% of Romano Brothers & Co's portfolio in Q2 2026, its #145 holding.
Romano Brothers & Co first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 12 quarters since.
Romano Brothers & Co's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.58M in Q1 2026.
541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.