RWA Wealth Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

RWA Wealth Partners’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	$1.61M	Buy	17,497 +8,532	+95%	+$786K	0.02%	294
2026 Q1	$827K	Buy	+8,965	New	+$836K	0.01%	369
2018 Q3	–	Sell	-671	Closed	-$69K	–	285
2018 Q2	$69K	Sell	671 -13,358	-95%	-$1.37M	0.01%	369
2018 Q1	$1.46M	Sell	14,029 -22,868	-62%	-$2.39M	0.19%	94
2017 Q4	$3.91M	Sell	36,897 -47,308	-56%	-$5.03M	0.44%	61
2017 Q3	$8.99M	Sell	84,205 -19,581	-19%	-$2.09M	1.01%	18
2017 Q2	$11M	Buy	103,786 +3,788	+4%	+$401K	1.35%	16
2017 Q1	$10.5M	Buy	+99,998	New	+$10.5M	1.38%	17

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

RWA Wealth Partners's BOND Position: Q2 2026 in Review

RWA Wealth Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 95% in Q2 2026, buying an estimated $786K and bringing the position to 17,497 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #294.

RWA Wealth Partners first reported a position in BOND in Q1 2017 and has held it in 8 quarters since. The position peaked at $11M in Q2 2017. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

RWA Wealth Partners held 17,497 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.61M as of Q2 2026.
RWA Wealth Partners bought 8,532 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $786K.
PIMCO Active Bond Exchange-Traded Fund made up 0.02% of RWA Wealth Partners's portfolio in Q2 2026, its #294 holding.
RWA Wealth Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2017 and has held it in 8 quarters since.
RWA Wealth Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $11M in Q2 2017.
540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.