Stephens Inc’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Stephens Inc’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	–	Sell	-2,715	Closed	-$251K	–	1340
2026 Q1	$251K	Sell	2,715 -2,666	-50%	-$249K	﹤0.01%	1114
2025 Q4	$501K	Sell	5,381 -433	-7%	-$40.5K	0.01%	844
2025 Q3	$543K	Sell	5,814 -5,000	-46%	-$461K	0.01%	819
2025 Q2	$997K	Buy	10,814 +667	+7%	+$60.7K	0.01%	620
2025 Q1	$938K	Hold	10,147	–	–	0.01%	629
2024 Q4	$917K	Hold	10,147	–	–	0.01%	633
2024 Q3	$960K	Sell	10,147 -645	-6%	-$60.2K	0.01%	620
2024 Q2	$983K	Sell	10,792 -798	-7%	-$72.2K	0.02%	597
2024 Q1	$1.06M	Buy	11,590 +713	+7%	+$65.2K	0.02%	559
2023 Q4	$1.01M	Buy	10,877 +1,877	+21%	+$166K	0.02%	532
2023 Q3	$791K	Hold	9,000	–	–	0.02%	580
2023 Q2	$825K	Hold	9,000	–	–	0.01%	596
2023 Q1	$835K	Buy	+9,000	New	+$832K	0.02%	576
2019 Q4	–	Sell	-12,002	Closed	-$1.31M	–	1157
2019 Q3	$1.31M	Buy	+12,002	New	+$1.3M	0.03%	488

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

Stephens Inc's BOND Position: Q2 2026 in Review

Stephens Inc sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026, closing a stake of 2,715 shares — an estimated $251K sold.

Stephens Inc first reported a position in BOND in Q3 2019 and held it in 14 quarters. The position peaked at $1.31M in Q3 2019. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Stephens Inc reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Stephens Inc sold 2,715 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $251K.
Stephens Inc first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2019 and held it in 14 quarters.
Stephens Inc's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.31M in Q3 2019.
540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.