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

Sequoia 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	$468K	Sell	5,079 -198	-4%	-$18.2K	﹤0.01%	1383
2026 Q1	$487K	Buy	5,277 +2,446	+86%	+$228K	﹤0.01%	1295
2025 Q4	$264K	Hold	2,831	–	–	﹤0.01%	1640
2025 Q3	$264K	Buy	+2,831	New	+$261K	﹤0.01%	1458
2024 Q2	–	Sell	-5,888	Closed	-$541K	–	1236
2024 Q1	$541K	Sell	5,888 -20,951	-78%	-$1.92M	0.01%	662
2023 Q4	$2.48M	Buy	26,839 +20,790	+344%	+$1.84M	0.03%	312
2023 Q3	$532K	Sell	6,049 -2,100	-26%	-$189K	0.01%	503
2023 Q2	$747K	Sell	8,149 -94	-1%	-$8.67K	0.01%	408
2023 Q1	$765K	Sell	8,243 -6,791	-45%	-$628K	0.02%	365
2022 Q4	$1.36M	Buy	15,034 +8,745	+139%	+$787K	0.03%	247
2022 Q3	$564K	Buy	+6,289	New	+$595K	0.02%	277

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 22.9% 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

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

Sequoia Financial Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.8% in Q2 2026, selling an estimated $18.2K and leaving 5,079 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Sequoia Financial Advisors first reported a position in BOND in Q3 2022 and has held it in 11 quarters since. The position peaked at $2.48M in Q4 2023. 546 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Sequoia Financial Advisors held 5,079 shares of PIMCO Active Bond Exchange-Traded Fund worth $468K as of Q2 2026.
Sequoia Financial Advisors sold 198 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $18.2K.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1383 holding.
Sequoia Financial Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2022 and has held it in 11 quarters since.
Sequoia Financial Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.48M in Q4 2023.
546 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.