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Sowell Financial Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Sowell Financial Services’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 		$534K Sell
5,793
-122
-2% -$11.2K 0.02% 623
2026
Q1 		$546K Sell
5,915
-260,072
-98% -$24.3M 0.02% 611
2025
Q4 		$24.8M Buy
265,987
+9,817
+4% +$918K 0.91% 14
2025
Q3 		$23.9M Buy
256,170
+699
+0.3% +$64.5K 0.92% 14
2025
Q2 		$23.5M Sell
255,471
-7,732
-3% -$703K 0.96% 13
2025
Q1 		$24.3M Buy
263,203
+33,694
+15% +$3.08M 1.11% 12
2024
Q4 		$20.8M Buy
229,509
+114,037
+99% +$10.5M 1.09% 13
2024
Q3 		$10.9M Sell
115,472
-6,789
-6% -$634K 0.51% 39
2024
Q2 		$11.1M Buy
122,261
+2,144
+2% +$194K 0.53% 39
2024
Q1 		$11M Sell
120,117
-20,050
-14% -$1.83M 0.52% 39
2023
Q4 		$13M Buy
140,167
+23,851
+21% +$2.11M 0.7% 26
2023
Q3 		$10.2M Buy
116,316
+3,083
+3% +$278K 0.64% 29
2023
Q2 		$10.4M Buy
113,233
+52,605
+87% +$4.85M 0.58% 35
2023
Q1 		$5.62M Sell
60,628
-18,693
-24% -$1.73M 0.43% 48
2022
Q4 		$7.2M Buy
79,321
+39,423
+99% +$3.55M 0.47% 39
2022
Q3 		$3.58M Sell
39,898
-116,727
-75% -$11M 0.36% 79
2022
Q2 		$10.4M Buy
156,625
+34,557
+28% +$3.36M 0.96% 20
2022
Q1 		$8.35M Buy
122,068
+9,734
+9% +$1.02M 1.46% 13
2021
Q4 		$12.3M Buy
112,334
+2,681
+2% +$294K 0.71% 25
2021
Q3 		$12.1M Buy
109,653
+3,990
+4% +$445K 0.82% 18
2021
Q2 		$11.7M Sell
105,663
-63,803
-38% -$7.04M 0.78% 16
2021
Q1 		$18.7M Sell
169,466
-16,779
-9% -$1.87M 0.65% 27
2020
Q4 		$21.1M Buy
186,245
+3,136
+2% +$352K 0.9% 17
2020
Q3 		$20.6M Buy
183,109
+96,876
+112% +$10.9M 1.03% 15
2020
Q2 		$9.62M Buy
86,233
+11,883
+16% +$1.3M 0.53% 40
2020
Q1 		$7.89M Buy
74,350
+41,748
+128% +$4.54M 0.58% 30
2019
Q4 		$3.52M Buy
32,602
+10,613
+48% +$1.15M 0.27% 77
2019
Q3 		$2.4M Buy
+21,989
New +$2.38M 0.2% 107
2019
Q1 		$1.86M Buy
17,640
+988
+6% +$103K 0.21% 107
2018
Q4 		$1.71M Buy
+16,652
New +$1.69M 0.24% 87
2018
Q3 		– Sell
-9,060
Closed -$934K – 375
2018
Q2 		$934K Buy
9,060
+1,862
+26% +$192K 0.2% 115
2018
Q1 		$738K Sell
7,198
-17,661
-71% -$1.84M 0.18% 118
2017
Q4 		$2.62M Buy
24,859
+14,161
+132% +$1.51M 0.64% 45
2017
Q3 		$1.14M Buy
10,698
+894
+9% +$95.4K 0.3% 76
2017
Q2 		$1.04M Buy
9,804
+619
+7% +$65.6K 0.3% 76
2017
Q1 		$973K Buy
9,185
+8,971
+4,192% +$940K 0.29% 83
2016
Q4 		$22K Buy
+214
New +$22.5K 0.01% 412

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

Sowell Financial Services's BOND Position: Q2 2026 in Review

Sowell Financial Services reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.1% in Q2 2026, selling an estimated $11.2K and leaving 5,793 shares worth $534K. The position accounts for 0.02% of the portfolio, ranked #623.

Sowell Financial Services first reported a position in BOND in Q4 2016 and has held it in 37 quarters since. The position peaked at $24.8M in Q4 2025. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Sowell Financial Services held 5,793 shares of PIMCO Active Bond Exchange-Traded Fund worth $534K as of Q2 2026.
  • Sowell Financial Services sold 122 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $11.2K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #623 holding.
  • Sowell Financial Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2016 and has held it in 37 quarters since.
  • Sowell Financial Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $24.8M in Q4 2025.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.