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

Sagespring 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	$7.82M	Sell	84,809 -15,575	-16%	-$1.43M	0.12%	100
2026 Q1	$9.26M	Buy	100,384 +11,062	+12%	+$1.03M	0.17%	76
2025 Q4	$8.31M	Buy	89,322 +3	+0%	+$281	0.15%	81
2025 Q3	$8.34M	Sell	89,319 -4,118	-4%	-$380K	0.16%	72
2025 Q2	$8.61M	Buy	93,437 +13,108	+16%	+$1.19M	0.19%	67
2025 Q1	$7.43M	Buy	80,329 +71,687	+830%	+$6.55M	0.19%	64
2024 Q4	$781K	Buy	+8,642	New	+$795K	0.02%	264

Other funds holding BOND

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

HWM

Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

Sagespring Wealth Partners reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 16% in Q2 2026, selling an estimated $1.43M and leaving 84,809 shares worth $7.82M. The position accounts for 0.12% of the portfolio, ranked #100.

Sagespring Wealth Partners first reported a position in BOND in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.26M in Q1 2026. 376 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Sagespring Wealth Partners held 84,809 shares of PIMCO Active Bond Exchange-Traded Fund worth $7.82M as of Q2 2026.
Sagespring Wealth Partners sold 15,575 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $1.43M.
PIMCO Active Bond Exchange-Traded Fund made up 0.12% of Sagespring Wealth Partners's portfolio in Q2 2026, its #100 holding.
Sagespring Wealth Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $9.26M in Q1 2026.
376 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.