VSM Wealth Advisory’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

VSM Wealth Advisory’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	$1.59M	Buy	17,205 +666	+4%	+$61.3K	0.42%	31
2026 Q1	$1.53M	Buy	16,539 +424	+3%	+$39.6K	0.46%	30
2025 Q4	$1.5M	Buy	16,115 +2,912	+22%	+$272K	0.45%	32
2025 Q3	$1.23M	Buy	13,203 +336	+3%	+$31K	0.38%	29
2025 Q2	$1.19M	Buy	12,867 +488	+4%	+$44.4K	0.39%	32
2025 Q1	$1.14M	Buy	12,379 +48	+0.4%	+$4.38K	0.41%	33
2024 Q4	$1.11M	Buy	+12,331	New	+$1.14M	0.4%	33

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

VSM Wealth Advisory's BOND Position: Q2 2026 in Review

VSM Wealth Advisory increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 4% in Q2 2026, buying an estimated $61.3K and bringing the position to 17,205 shares worth $1.59M. The position accounts for 0.42% of the portfolio, ranked #31.

VSM Wealth Advisory first reported a position in BOND in Q4 2024 and has held it in 7 quarters since. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

VSM Wealth Advisory held 17,205 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.59M as of Q2 2026.
VSM Wealth Advisory bought 666 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $61.3K.
PIMCO Active Bond Exchange-Traded Fund made up 0.42% of VSM Wealth Advisory's portfolio in Q2 2026, its #31 holding.
VSM Wealth Advisory first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.