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

Strata Wealth Advisors’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	$1.11M	Hold	12,050	–	–	0.27%	36
2026 Q1	$1.11M	Hold	12,050	–	–	0.3%	35
2025 Q4	$1.12M	Hold	12,050	–	–	0.31%	34
2025 Q3	$1.12M	Hold	12,050	–	–	0.3%	39
2025 Q2	$1.11M	Hold	12,050	–	–	0.31%	37
2025 Q1	$1.11M	Hold	12,050	–	–	0.35%	31
2024 Q4	$1.09M	Hold	12,050	–	–	0.34%	35
2024 Q3	$1.14M	Hold	12,050	–	–	0.37%	31
2024 Q2	$1.1M	Hold	12,050	–	–	0.38%	28
2024 Q1	$1.11M	Hold	12,050	–	–	0.39%	27
2023 Q4	$1.11M	Buy	+12,050	New	+$1.07M	0.44%	28

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

Strata Wealth Advisors's BOND Position: Q2 2026 in Review

Strata Wealth Advisors held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q2 2026 at 12,050 shares worth $1.11M. The position accounts for 0.27% of the portfolio, ranked #36.

Strata Wealth Advisors first reported a position in BOND in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q3 2024. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Strata Wealth Advisors held 12,050 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.11M as of Q2 2026.
Strata Wealth Advisors left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Active Bond Exchange-Traded Fund made up 0.27% of Strata Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Strata Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Strata Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.14M in Q3 2024.
543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.