UWM
BOND icon

USAdvisors Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

USAdvisors 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 		$7.87M Buy
85,318
+4,194
+5% +$386K 2.26% 10
2026
Q1 		$7.47M Buy
81,124
+3,820
+5% +$356K 2.48% 9
2025
Q4 		$7.2M Buy
77,304
+8,703
+13% +$814K 2.37% 10
2025
Q3 		$6.4M Buy
68,601
+6,063
+10% +$559K 2.21% 11
2025
Q2 		$5.76M Buy
62,538
+10,322
+20% +$939K 2.14% 12
2025
Q1 		$4.83M Buy
52,216
+25,623
+96% +$2.34M 1.68% 16
2024
Q4 		$2.4M Buy
26,593
+4,997
+23% +$460K 0.78% 32
2024
Q3 		$2.05M Buy
21,596
+1,689
+8% +$158K 0.72% 39
2024
Q2 		$1.81M Buy
19,907
+348
+2% +$31.5K 0.64% 45
2024
Q1 		$1.8M Buy
19,559
+1,251
+7% +$114K 0.68% 45
2023
Q4 		$1.69M Buy
+18,308
New +$1.62M 0.7% 41

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

USAdvisors Wealth Management's BOND Position: Q2 2026 in Review

USAdvisors Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 5.2% in Q2 2026, buying an estimated $386K and bringing the position to 85,318 shares worth $7.87M. The position accounts for 2.26% of the portfolio, ranked #10.

USAdvisors Wealth Management first reported a position in BOND in Q4 2023 and has held it in 11 quarters since. 234 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • USAdvisors Wealth Management held 85,318 shares of PIMCO Active Bond Exchange-Traded Fund worth $7.87M as of Q2 2026.
  • USAdvisors Wealth Management bought 4,194 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $386K.
  • PIMCO Active Bond Exchange-Traded Fund made up 2.26% of USAdvisors Wealth Management's portfolio in Q2 2026, its #10 holding.
  • USAdvisors Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
  • 234 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.