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

SlateStone Wealth’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 		$4.39M Buy
47,592
+563
+1% +$51.8K 0.34% 74
2026
Q1 		$4.34M Buy
47,029
+2,296
+5% +$214K 0.36% 71
2025
Q4 		$4.16M Buy
44,733
+7,978
+22% +$746K 0.35% 73
2025
Q3 		$3.43M Buy
36,755
+22,504
+158% +$2.08M 0.3% 83
2025
Q2 		$1.31M Buy
+14,251
New +$1.3M 0.12% 133

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SlateStone Wealth's BOND Position: Q2 2026 in Review

SlateStone Wealth increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.2% in Q2 2026, buying an estimated $51.8K and bringing the position to 47,592 shares worth $4.39M. The position accounts for 0.34% of the portfolio, ranked #74.

SlateStone Wealth first reported a position in BOND in Q2 2025 and has held it in 5 quarters since. 129 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • SlateStone Wealth held 47,592 shares of PIMCO Active Bond Exchange-Traded Fund worth $4.39M as of Q2 2026.
  • SlateStone Wealth bought 563 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $51.8K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.34% of SlateStone Wealth's portfolio in Q2 2026, its #74 holding.
  • SlateStone Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
  • 129 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.