Summit Investment Advisory Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Summit Investment Advisory Services’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	$552K	Buy	5,988 +545	+10%	+$50.2K	0.14%	48
2026 Q1	$502K	Sell	5,443 -1,224	-18%	-$114K	0.19%	43
2025 Q4	$621K	Buy	6,667 +1,200	+22%	+$112K	0.23%	39
2025 Q3	$510K	Buy	5,467 +137	+3%	+$12.6K	0.2%	41
2025 Q2	$491K	Sell	5,330 -25	-0.5%	-$2.27K	0.21%	40
2025 Q1	$495K	Sell	5,355 -274	-5%	-$25K	0.24%	38
2024 Q4	$509K	Sell	5,629 -332	-6%	-$30.6K	0.26%	39
2024 Q3	$564K	Buy	+5,961	New	+$556K	0.3%	37
2024 Q2	–	Sell	-4,174	Closed	-$383K	–	44
2024 Q1	$383K	Sell	4,174 -1,122	-21%	-$103K	0.23%	44
2023 Q4	$490K	Sell	5,296 -67	-1%	-$5.94K	0.31%	38
2023 Q3	$471K	Buy	5,363 +264	+5%	+$23.8K	0.35%	33
2023 Q2	$467K	Sell	5,099 -131	-3%	-$12.1K	0.31%	33
2023 Q1	$485K	Sell	5,230 -295	-5%	-$27.3K	0.35%	32
2022 Q4	$500K	Buy	+5,525	New	+$497K	0.61%	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

Summit Investment Advisory Services's BOND Position: Q2 2026 in Review

Summit Investment Advisory Services increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 10% in Q2 2026, buying an estimated $50.2K and bringing the position to 5,988 shares worth $552K. The position accounts for 0.14% of the portfolio, ranked #48.

Summit Investment Advisory Services first reported a position in BOND in Q4 2022 and has held it in 14 quarters since. The position peaked at $621K in Q4 2025. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Summit Investment Advisory Services held 5,988 shares of PIMCO Active Bond Exchange-Traded Fund worth $552K as of Q2 2026.
Summit Investment Advisory Services bought 545 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $50.2K.
PIMCO Active Bond Exchange-Traded Fund made up 0.14% of Summit Investment Advisory Services's portfolio in Q2 2026, its #48 holding.
Summit Investment Advisory Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 14 quarters since.
Summit Investment Advisory Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $621K in Q4 2025.
543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.