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

United Capital 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 		$2.63M Sell
28,593
-40,725
-59% -$3.75M 0.01% 514
2026
Q1 		$6.4M Buy
69,318
+56,271
+431% +$5.25M 0.04% 318
2025
Q4 		$1.21M Buy
+13,047
New +$1.22M 0.01% 673
2025
Q2 		– Sell
-2,253
Closed -$208K – 1098
2025
Q1 		$208K Buy
+2,253
New +$206K ﹤0.01% 1009
2022
Q4 		– Sell
-2,414
Closed -$217K – 1049
2022
Q3 		$217K Sell
2,414
-1,592
-40% -$151K ﹤0.01% 992
2022
Q2 		$382K Sell
4,006
-449
-10% -$43.6K ﹤0.01% 873
2022
Q1 		$453K Sell
4,455
-827
-16% -$87K ﹤0.01% 860
2021
Q4 		$578K Sell
5,282
-2,189
-29% -$240K ﹤0.01% 820
2021
Q3 		$826K Sell
7,471
-2,642
-26% -$295K ﹤0.01% 726
2021
Q2 		$1.12M Sell
10,113
-115
-1% -$12.7K 0.01% 664
2021
Q1 		$1.12M Sell
10,228
-4,502
-31% -$501K 0.01% 636
2020
Q4 		$1.67M Sell
14,730
-1,592
-10% -$179K 0.01% 548
2020
Q3 		$1.83M Sell
16,322
-10,652
-39% -$1.2M 0.01% 523
2020
Q2 		$3.01M Sell
26,974
-8,949
-25% -$980K 0.02% 444
2020
Q1 		$3.81M Sell
35,923
-9,559
-21% -$1.04M 0.03% 382
2019
Q4 		$4.9M Sell
45,482
-18,559
-29% -$2.01M 0.03% 425
2019
Q3 		$6.97M Sell
64,041
-3,315
-5% -$359K 0.05% 339
2019
Q2 		$7.24M Buy
67,356
+62,049
+1,169% +$6.57M 0.05% 347
2019
Q1 		$560K Sell
5,307
-35
-0.7% -$3.63K ﹤0.01% 945
2018
Q4 		$549K Sell
5,342
-99
-2% -$10.1K ﹤0.01% 889
2018
Q3 		$557K Sell
5,441
-572
-10% -$58.8K ﹤0.01% 942
2018
Q2 		$620K Sell
6,013
-79
-1% -$8.13K ﹤0.01% 888
2018
Q1 		$635K Buy
6,092
+50
+0.8% +$5.22K ﹤0.01% 893
2017
Q4 		$641K Sell
6,042
-279
-4% -$29.7K 0.01% 896
2017
Q3 		$675K Buy
6,321
+513
+9% +$54.7K 0.01% 878
2017
Q2 		$616K Buy
5,808
+138
+2% +$14.6K 0.01% 877
2017
Q1 		$597K Sell
5,670
-161
-3% -$16.9K 0.01% 872
2016
Q4 		$607K Sell
5,831
-3,317
-36% -$349K 0.01% 883
2016
Q3 		$987K Sell
9,148
-1,534
-14% -$165K 0.01% 776
2016
Q2 		$1.14M Sell
10,682
-478
-4% -$50.7K 0.01% 701
2016
Q1 		$1.18M Sell
11,160
-1,736
-13% -$181K 0.01% 662
2015
Q4 		$1.34M Buy
12,896
+5,904
+84% +$624K 0.02% 624
2015
Q3 		$737K Buy
6,992
+59
+0.9% +$6.3K 0.01% 774
2015
Q2 		$742K Sell
6,933
-215
-3% -$23.3K 0.01% 790
2015
Q1 		$779K Sell
7,148
-1,203
-14% -$132K 0.01% 784
2014
Q4 		$895K Sell
8,351
-171,728
-95% -$18.7M 0.01% 678
2014
Q3 		$19.6M Buy
180,079
+135,377
+303% +$14.8M 0.34% 76
2014
Q2 		$4.87M Sell
44,702
-142,577
-76% -$15.4M 0.09% 244
2014
Q1 		$20M Buy
+187,279
New +$19.9M 0.43% 49
2013
Q4 		– Sell
-147,923
Closed -$15.7M – 648
2013
Q3 		$15.7M Buy
147,923
+14,549
+11% +$1.53M 0.5% 44
2013
Q2 		$14.1M Buy
+133,374
New +$14.5M 0.37% 69

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

United Capital Financial Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 59% in Q2 2026, selling an estimated $3.75M and leaving 28,593 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #514.

United Capital Financial Advisors first reported a position in BOND in Q2 2013 and has held it in 41 quarters since. The position peaked at $20M in Q1 2014. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • United Capital Financial Advisors held 28,593 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.63M as of Q2 2026.
  • United Capital Financial Advisors sold 40,725 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $3.75M.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #514 holding.
  • United Capital Financial Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and has held it in 41 quarters since.
  • United Capital Financial Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $20M in Q1 2014.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.