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Visionary Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Visionary Wealth 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 		$6.95M Sell
75,357
-2,457
-3% -$226K 0.27% 93
2026
Q1 		$7.18M Buy
77,814
+4,924
+7% +$459K 0.32% 87
2025
Q4 		$6.78M Buy
72,890
+11,332
+18% +$1.06M 0.31% 85
2025
Q3 		$5.75M Sell
61,558
-17,837
-22% -$1.65M 0.27% 96
2025
Q2 		$7.32M Sell
79,395
-6,893
-8% -$627K 0.37% 75
2025
Q1 		$7.98M Buy
86,288
+2,469
+3% +$225K 0.48% 58
2024
Q4 		$7.58M Buy
83,819
+2,620
+3% +$241K 0.44% 67
2024
Q3 		$7.68M Buy
81,199
+329
+0.4% +$30.7K 0.47% 66
2024
Q2 		$7.37M Sell
80,870
-7,182
-8% -$650K 0.48% 61
2024
Q1 		$8.09M Buy
88,052
+13,965
+19% +$1.28M 0.55% 48
2023
Q4 		$6.85M Sell
74,087
-9,322
-11% -$826K 0.5% 52
2023
Q3 		$7.33M Buy
83,409
+4,859
+6% +$437K 0.59% 43
2023
Q2 		$7.2M Buy
78,550
+19,271
+33% +$1.78M 0.58% 40
2023
Q1 		$5.5M Buy
59,279
+6,305
+12% +$583K 0.47% 61
2022
Q4 		$4.79M Buy
52,974
+8,880
+20% +$799K 0.44% 66
2022
Q3 		$3.96M Sell
44,094
-27,609
-39% -$2.61M 0.41% 66
2022
Q2 		$6.83M Sell
71,703
-76,126
-51% -$7.4M 0.61% 40
2022
Q1 		$15M Buy
147,829
+58,498
+65% +$6.16M 1.21% 19
2021
Q4 		$9.77M Buy
89,331
+26,665
+43% +$2.93M 0.8% 32
2021
Q3 		$6.93M Buy
62,666
+11,408
+22% +$1.27M 0.71% 35
2021
Q2 		$5.69M Buy
51,258
+26,268
+105% +$2.9M 0.57% 39
2021
Q1 		$2.73M Buy
24,990
+20,591
+468% +$2.29M 0.29% 91
2020
Q4 		$498K Sell
4,399
-1,288
-23% -$145K 0.06% 184
2020
Q3 		$639K Buy
5,687
+2,583
+83% +$290K 0.09% 143
2020
Q2 		$346K Buy
3,104
+187
+6% +$20.5K 0.05% 167
2020
Q1 		$310K Sell
2,917
-1,408
-33% -$153K 0.06% 148
2019
Q4 		$466K Buy
+4,325
New +$468K 0.08% 134

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

Visionary Wealth Advisors's BOND Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.2% in Q2 2026, selling an estimated $226K and leaving 75,357 shares worth $6.95M. The position accounts for 0.27% of the portfolio, ranked #93.

Visionary Wealth Advisors first reported a position in BOND in Q4 2019 and has held it in 27 quarters since. The position peaked at $15M in Q1 2022. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Visionary Wealth Advisors held 75,357 shares of PIMCO Active Bond Exchange-Traded Fund worth $6.95M as of Q2 2026.
  • Visionary Wealth Advisors sold 2,457 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $226K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.27% of Visionary Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Visionary Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $15M in Q1 2022.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.