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

Strategic Wealth Partners’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	$67.5K	Sell	732 -555	-43%	-$51.1K	﹤0.01%	468
2026 Q1	$119K	Sell	1,287 -256	-17%	-$23.9K	0.01%	371
2025 Q4	$144K	Sell	1,543 -16,771	-92%	-$1.57M	0.01%	363
2025 Q3	$1.71M	Buy	18,314 +18,288	+70,338%	+$1.69M	0.13%	117
2025 Q2	$2.4K	Buy	+26	New	+$2.37K	﹤0.01%	994
2022 Q1	–	Sell	-4,276	Closed	-$468K	–	257
2021 Q4	$468K	Hold	4,276	–	–	0.09%	200
2021 Q3	$473K	Buy	+4,276	New	+$477K	0.14%	173
2018 Q3	–	Sell	-492	Closed	-$51K	–	643
2018 Q2	$51K	Buy	+492	New	+$50.6K	0.03%	253

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

Strategic Wealth Partners's BOND Position: Q2 2026 in Review

Strategic Wealth Partners reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 43% in Q2 2026, selling an estimated $51.1K and leaving 732 shares worth $67.5K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Strategic Wealth Partners first reported a position in BOND in Q2 2018 and has held it in 8 quarters since. The position peaked at $1.71M in Q3 2025. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Strategic Wealth Partners held 732 shares of PIMCO Active Bond Exchange-Traded Fund worth $67.5K as of Q2 2026.
Strategic Wealth Partners sold 555 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $51.1K.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #468 holding.
Strategic Wealth Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2018 and has held it in 8 quarters since.
Strategic Wealth Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.71M in Q3 2025.
543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.