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Taylor & Morgan Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Taylor & Morgan Wealth Management’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 		$5.22M Buy
56,622
+7,050
+14% +$649K 2.57% 8
2026
Q1 		$4.57M Buy
49,572
+14,477
+41% +$1.35M 2.61% 9
2025
Q4 		$3.27M Buy
35,095
+8,448
+32% +$790K 1.83% 16
2025
Q3 		$2.49M Buy
26,647
+4,279
+19% +$395K 1.53% 15
2025
Q2 		$2.06M Hold
22,368
– – 1.39% 16
2025
Q1 		$2.07M Buy
22,368
+798
+4% +$72.9K 1.56% 15
2024
Q4 		$1.95M Buy
+21,570
New +$1.99M 1.37% 16

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Taylor & Morgan Wealth Management's BOND Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 14% in Q2 2026, buying an estimated $649K and bringing the position to 56,622 shares worth $5.22M. The position accounts for 2.57% of the portfolio, ranked #8.

Taylor & Morgan Wealth Management first reported a position in BOND in Q4 2024 and has held it in 7 quarters since. 232 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Taylor & Morgan Wealth Management held 56,622 shares of PIMCO Active Bond Exchange-Traded Fund worth $5.22M as of Q2 2026.
  • Taylor & Morgan Wealth Management bought 7,050 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $649K.
  • PIMCO Active Bond Exchange-Traded Fund made up 2.57% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Taylor & Morgan Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
  • 232 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.