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Silver Oak Securities’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Silver Oak Securities’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 		$656K Sell
7,116
-876
-11% -$80.7K 0.04% 385
2026
Q1 		$737K Buy
7,992
+522
+7% +$48.7K 0.05% 329
2025
Q4 		$700K Buy
7,470
+3,565
+91% +$334K 0.05% 368
2025
Q3 		$365K Sell
3,905
-15,332
-80% -$1.41M 0.03% 518
2025
Q2 		$1.77M Buy
19,237
+3,475
+22% +$316K 0.14% 156
2025
Q1 		$1.46M Sell
15,762
-1,246
-7% -$114K 0.13% 166
2024
Q4 		$1.55M Buy
17,008
+7,139
+72% +$657K 0.14% 153
2024
Q3 		$936K Buy
9,869
+6,315
+178% +$589K 0.1% 212
2024
Q2 		$324K Buy
3,554
+359
+11% +$32.5K 0.05% 279
2024
Q1 		$293K Sell
3,195
-2,791
-47% -$255K 0.04% 302
2023
Q4 		$553K Buy
5,986
+2,406
+67% +$213K 0.07% 260
2023
Q3 		$315K Sell
3,580
-1,009
-22% -$90.8K 0.07% 220
2023
Q2 		$420K Sell
4,589
-696
-13% -$64.2K 0.07% 262
2023
Q1 		$490K Buy
5,285
+2,247
+74% +$208K 0.08% 196
2022
Q4 		$275K Sell
3,038
-542
-15% -$48.8K 0.05% 242
2022
Q3 		$315K Buy
3,580
+25
+0.7% +$2.37K 0.07% 220
2022
Q2 		$343K Sell
3,555
-561
-14% -$54.5K 0.08% 183
2022
Q1 		$410K Buy
+4,116
New +$433K 0.08% 185

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Silver Oak Securities's BOND Position: Q2 2026 in Review

Silver Oak Securities reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 11% in Q2 2026, selling an estimated $80.7K and leaving 7,116 shares worth $656K. The position accounts for 0.04% of the portfolio, ranked #385.

Silver Oak Securities first reported a position in BOND in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.77M in Q2 2025. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Silver Oak Securities held 7,116 shares of PIMCO Active Bond Exchange-Traded Fund worth $656K as of Q2 2026.
  • Silver Oak Securities sold 876 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $80.7K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.04% of Silver Oak Securities's portfolio in Q2 2026, its #385 holding.
  • Silver Oak Securities first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Securities's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.77M in Q2 2025.
  • 541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.