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

Spire Wealth Management’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	$27.2K	Buy	295 +272	+1,183%	+$25K	﹤0.01%	1350
2026 Q1	$2.15K	Hold	23	–	–	﹤0.01%	2035
2025 Q4	$2.14K	Hold	23	–	–	﹤0.01%	2086
2025 Q3	$2.12K	Buy	23 +1	+5%	+$92	﹤0.01%	2147
2025 Q2	$2.06K	Hold	22	–	–	﹤0.01%	2163
2025 Q1	$2.04K	Hold	22	–	–	﹤0.01%	2275
2024 Q4	$1.97K	Hold	22	–	–	﹤0.01%	2261
2024 Q3	$2.04K	Buy	22 +1	+5%	+$93	﹤0.01%	1999
2024 Q2	$1.94K	Hold	21	–	–	﹤0.01%	2012
2024 Q1	$1.93K	Hold	21	–	–	﹤0.01%	2108
2023 Q4	$1.91K	Hold	21	–	–	﹤0.01%	2151
2023 Q3	$1.81K	Buy	21 +1	+5%	+$90	﹤0.01%	2154
2023 Q2	$1.86K	Hold	20	–	–	﹤0.01%	2213
2023 Q1	$1.87K	Sell	20 -423	-95%	-$39.1K	﹤0.01%	2275
2022 Q4	$40K	Hold	443	–	–	﹤0.01%	1060
2022 Q3	$40K	Sell	443 -201	-31%	-$19K	﹤0.01%	1029
2022 Q2	$61K	Sell	644 -7,136	-92%	-$693K	﹤0.01%	1207
2022 Q1	$792K	Sell	7,780 -21,193	-73%	-$2.23M	0.02%	445
2021 Q4	$3.17M	Sell	28,973 -5,713	-16%	-$627K	0.07%	236
2021 Q3	$3.85M	Buy	34,686 +34,218	+7,312%	+$3.82M	0.1%	190
2021 Q2	$52K	Sell	468 -490	-51%	-$54.1K	﹤0.01%	1458
2021 Q1	$105K	Buy	+958	New	+$107K	﹤0.01%	1382

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 22.96% 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

Spire Wealth Management's BOND Position: Q2 2026 in Review

Spire Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1,183% in Q2 2026, buying an estimated $25K and bringing the position to 295 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Spire Wealth Management first reported a position in BOND in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.85M in Q3 2021. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Spire Wealth Management held 295 shares of PIMCO Active Bond Exchange-Traded Fund worth $27.2K as of Q2 2026.
Spire Wealth Management bought 272 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $25K.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1350 holding.
Spire Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.85M in Q3 2021.
540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.