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Valmark Advisers’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Valmark Advisers’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 		$7.95M Buy
86,174
+68,322
+383% +$6.29M 0.08% 110
2026
Q1 		$1.65M Buy
17,852
+2,608
+17% +$243K 0.02% 275
2025
Q4 		$1.42M Buy
15,244
+1,297
+9% +$121K 0.02% 291
2025
Q3 		$1.3M Buy
13,947
+42
+0.3% +$3.88K 0.02% 292
2025
Q2 		$1.28M Buy
13,905
+575
+4% +$52.3K 0.02% 292
2025
Q1 		$1.23M Buy
13,330
+4,419
+50% +$404K 0.02% 281
2024
Q4 		$806K Buy
8,911
+3,038
+52% +$280K 0.01% 343
2024
Q3 		$556K Buy
5,873
+703
+14% +$65.6K 0.01% 399
2024
Q2 		$471K Buy
5,170
+2,097
+68% +$190K 0.01% 402
2024
Q1 		$282K Buy
3,073
+452
+17% +$41.4K ﹤0.01% 465
2023
Q4 		$242K Sell
2,621
-23
-0.9% -$2.04K ﹤0.01% 462
2023
Q3 		$232K Sell
2,644
-375
-12% -$33.8K ﹤0.01% 440
2023
Q2 		$277K Buy
3,019
+2
+0.1% +$184 0.01% 417
2023
Q1 		$280K Sell
3,017
-161
-5% -$14.9K 0.01% 409
2022
Q4 		$288K Buy
+3,178
New +$286K 0.01% 377
2022
Q2 		– Sell
-2,193
Closed -$223K – 408
2022
Q1 		$223K Sell
2,193
-427
-16% -$44.9K ﹤0.01% 406
2021
Q4 		$287K Sell
2,620
-493
-16% -$54.1K ﹤0.01% 356
2021
Q3 		$344K Sell
3,113
-1,537
-33% -$171K 0.01% 311
2021
Q2 		$516K Sell
4,650
-31,854
-87% -$3.51M 0.01% 278
2021
Q1 		$4M Buy
36,504
+15,369
+73% +$1.71M 0.08% 65
2020
Q4 		$2.39M Buy
+21,135
New +$2.37M 0.05% 93

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

Valmark Advisers's BOND Position: Q2 2026 in Review

Valmark Advisers increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 383% in Q2 2026, buying an estimated $6.29M and bringing the position to 86,174 shares worth $7.95M. The position accounts for 0.08% of the portfolio, ranked #110.

Valmark Advisers first reported a position in BOND in Q4 2020 and has held it in 21 quarters since. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Valmark Advisers held 86,174 shares of PIMCO Active Bond Exchange-Traded Fund worth $7.95M as of Q2 2026.
  • Valmark Advisers bought 68,322 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $6.29M.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.08% of Valmark Advisers's portfolio in Q2 2026, its #110 holding.
  • Valmark Advisers first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and has held it in 21 quarters since.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.