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

Summit Financial’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 		$1.27M Buy
13,766
+9,057
+192% +$834K 0.01% 765
2026
Q1 		$435K Buy
4,709
+9
+0.2% +$840 0.01% 1042
2025
Q4 		$439K Buy
4,700
+905
+24% +$84.7K 0.01% 932
2025
Q3 		$354K Buy
3,795
+773
+26% +$71.3K 0.01% 1008
2025
Q2 		$279K Buy
+3,022
New +$275K 0.01% 700

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

Summit Financial's BOND Position: Q2 2026 in Review

Summit Financial increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 192% in Q2 2026, buying an estimated $834K and bringing the position to 13,766 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #765.

Summit Financial first reported a position in BOND in Q2 2025 and has held it in 5 quarters since. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Summit Financial held 13,766 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.27M as of Q2 2026.
  • Summit Financial bought 9,057 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $834K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #765 holding.
  • Summit Financial first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.