UAG
BOND icon

United Advisor Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

United Advisor Group’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 		$445K Buy
4,823
+121
+3% +$11.1K 0.05% 344
2026
Q1 		$434K Buy
4,702
+434
+10% +$40.5K 0.05% 321
2025
Q4 		$397K Buy
4,268
+434
+11% +$40.6K 0.05% 319
2025
Q3 		$358K Buy
3,834
+57
+2% +$5.26K 0.05% 325
2025
Q2 		$348K Sell
3,777
-157
-4% -$14.3K 0.06% 291
2025
Q1 		$364K Buy
3,934
+276
+8% +$25.2K 0.07% 244
2024
Q4 		$331K Sell
3,658
-53
-1% -$4.88K 0.07% 277
2024
Q3 		$351K Buy
3,711
+217
+6% +$20.3K 0.08% 251
2024
Q2 		$318K Sell
3,494
-397
-10% -$35.9K 0.1% 190
2024
Q1 		$357K Buy
+3,891
New +$356K 0.13% 143

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

United Advisor Group's BOND Position: Q2 2026 in Review

United Advisor Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.6% in Q2 2026, buying an estimated $11.1K and bringing the position to 4,823 shares worth $445K. The position accounts for 0.05% of the portfolio, ranked #344.

United Advisor Group 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.

  • United Advisor Group held 4,823 shares of PIMCO Active Bond Exchange-Traded Fund worth $445K as of Q2 2026.
  • United Advisor Group bought 121 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $11.1K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #344 holding.
  • United Advisor Group 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 United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.