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

Tobias Financial Advisors’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 		$277K Buy
3,001
+37
+1% +$3.41K 0.04% 126
2026
Q1 		$274K Buy
2,964
+38
+1% +$3.55K 0.04% 117
2025
Q4 		$272K Buy
2,926
+37
+1% +$3.46K 0.04% 116
2025
Q3 		$270K Buy
2,889
+37
+1% +$3.41K 0.04% 104
2025
Q2 		$263K Buy
2,852
+37
+1% +$3.37K 0.05% 102
2025
Q1 		$260K Buy
2,815
+35
+1% +$3.2K 0.05% 92
2024
Q4 		$251K Buy
2,780
+35
+1% +$3.22K 0.05% 94
2024
Q3 		$260K Buy
2,745
+34
+1% +$3.17K 0.05% 90
2024
Q2 		$247K Buy
2,711
+11
+0.4% +$995 0.05% 90
2024
Q1 		$248K Hold
2,700
– – 0.06% 85
2023
Q4 		$250K Buy
+2,700
New +$239K 0.06% 80

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

Tobias Financial Advisors's BOND Position: Q2 2026 in Review

Tobias Financial Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.2% in Q2 2026, buying an estimated $3.41K and bringing the position to 3,001 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #126.

Tobias Financial Advisors first reported a position in BOND in Q4 2023 and has held it in 11 quarters since. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Tobias Financial Advisors held 3,001 shares of PIMCO Active Bond Exchange-Traded Fund worth $277K as of Q2 2026.
  • Tobias Financial Advisors bought 37 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $3.41K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.04% of Tobias Financial Advisors's portfolio in Q2 2026, its #126 holding.
  • Tobias Financial Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

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