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

SYM Financial Corp’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 		$68.1K Buy
739
+277
+60% +$25.5K 0.01% 428
2026
Q1 		$42.6K Hold
462
– – ﹤0.01% 366
2025
Q4 		$43K Sell
462
-46
-9% -$4.3K ﹤0.01% 365
2025
Q3 		$47.4K Hold
508
– – 0.01% 364
2025
Q2 		$46.8K Buy
508
+1
+0.2% +$91 0.01% 364
2025
Q1 		$46.9K Buy
507
+25
+5% +$2.28K 0.01% 312
2024
Q4 		$43.6K Buy
482
+1
+0.2% +$92 0.01% 283
2024
Q3 		$45.6K Buy
481
+462
+2,432% +$43.1K 0.01% 225
2024
Q2 		$1.75K Hold
19
– – ﹤0.01% 259
2024
Q1 		$1.75K Buy
+19
New +$1.74K ﹤0.01% 165

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

SYM Financial Corp's BOND Position: Q2 2026 in Review

SYM Financial Corp increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 60% in Q2 2026, buying an estimated $25.5K and bringing the position to 739 shares worth $68.1K. The position accounts for 0.01% of the portfolio, ranked #428.

SYM Financial Corp first reported a position in BOND in Q1 2024 and has held it in 10 quarters since. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • SYM Financial Corp held 739 shares of PIMCO Active Bond Exchange-Traded Fund worth $68.1K as of Q2 2026.
  • SYM Financial Corp bought 277 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $25.5K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of SYM Financial Corp's portfolio in Q2 2026, its #428 holding.
  • SYM Financial Corp first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2024 and has held it in 10 quarters since.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.