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Vickerman Investment Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Vickerman Investment 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 		$59M Sell
639,932
-98,286
-13% -$9.05M 11.46% 2
2026
Q1 		$68.1M Sell
738,218
-38,902
-5% -$3.63M 14.32% 1
2025
Q4 		$72.3M Buy
777,120
+93,160
+14% +$8.72M 14.46% 1
2025
Q3 		$63.8M Buy
683,960
+42,451
+7% +$3.92M 12.91% 1
2025
Q2 		$59.1M Buy
641,509
+30,605
+5% +$2.78M 12.71% 1
2025
Q1 		$56.5M Buy
610,904
+371,786
+155% +$33.9M 12.8% 1
2024
Q4 		$21.6M Sell
239,118
-5,436
-2% -$500K 5.88% 4
2024
Q3 		$23.1M Buy
244,554
+26,995
+12% +$2.52M 6.8% 4
2024
Q2 		$19.8M Sell
217,559
-53,895
-20% -$4.87M 6.36% 4
2024
Q1 		$24.9M Buy
271,454
+13,891
+5% +$1.27M 8.04% 3
2023
Q4 		$23.8M Buy
+257,563
New +$22.8M 8.12% 3

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

Vickerman Investment Advisors's BOND Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 13% in Q2 2026, selling an estimated $9.05M and leaving 639,932 shares worth $59M. The position accounts for 11.46% of the portfolio, ranked #2.

Vickerman Investment Advisors first reported a position in BOND in Q4 2023 and has held it in 11 quarters since. The position peaked at $72.3M in Q4 2025. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Vickerman Investment Advisors held 639,932 shares of PIMCO Active Bond Exchange-Traded Fund worth $59M as of Q2 2026.
  • Vickerman Investment Advisors sold 98,286 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $9.05M.
  • PIMCO Active Bond Exchange-Traded Fund made up 11.46% of Vickerman Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Vickerman Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
  • Vickerman Investment Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $72.3M in Q4 2025.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.