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Valley Wealth Managers’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Valley Wealth Managers’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
2025
Q2 		– Sell
-1
Closed -$78 – 314
2025
Q1 		$78 Hold
1
– – ﹤0.01% 358
2024
Q4 		$75 Hold
1
– – ﹤0.01% 391
2024
Q3 		$77 Buy
+1
New +$93 ﹤0.01% 394

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valley Wealth Managers's BOND Position: Q2 2025 in Review

Valley Wealth Managers sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2025, closing a stake of 1 share — an estimated $78 sold.

Valley Wealth Managers first reported a position in BOND in Q3 2024 and held it in 3 quarters. The position peaked at $78 in Q1 2025. 467 funds tracked by Wall St. Rank hold BOND as of Q2 2025.

  • Valley Wealth Managers reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 1 PIMCO Active Bond Exchange-Traded Fund share in Q2 2025, an estimated $78.
  • Valley Wealth Managers first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2024 and held it in 3 quarters.
  • Valley Wealth Managers's PIMCO Active Bond Exchange-Traded Fund position peaked at $78 in Q1 2025.
  • 467 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.