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

Waterfront Wealth’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 		$1.57M Buy
17,206
+1,072
+7% +$98.7K 0.24% 120
2026
Q1 		$1.49M Buy
16,134
+3,077
+24% +$287K 0.27% 114
2025
Q4 		$1.22M Buy
13,057
+432
+3% +$40.4K 0.23% 128
2025
Q3 		$1.19M Buy
12,625
+1,027
+9% +$94.8K 0.24% 123
2025
Q2 		$1.07M Buy
11,598
+519
+5% +$47.2K 0.24% 126
2025
Q1 		$1.02M Sell
11,079
-2,137
-16% -$195K 0.25% 126
2024
Q4 		$1.19M Buy
13,216
+435
+3% +$40K 0.29% 102
2024
Q3 		$1.17M Sell
12,781
-3,967
-24% -$370K 0.29% 102
2024
Q2 		$1.53M Buy
16,748
+2,294
+16% +$207K 0.41% 69
2024
Q1 		$1.29M Buy
14,454
+2,119
+17% +$194K 0.36% 81
2023
Q4 		$1.14M Sell
12,335
-837
-6% -$74.2K 0.34% 87
2023
Q3 		$1.13M Buy
13,172
+3,648
+38% +$328K 0.37% 78
2023
Q2 		$870K Buy
9,524
+1,972
+26% +$182K 0.26% 120
2023
Q1 		$701K Sell
7,552
-151
-2% -$14K 0.23% 132
2022
Q4 		$722K Sell
7,703
-29
-0.4% -$2.61K 0.25% 125
2022
Q3 		$685K Sell
7,732
-1,571
-17% -$149K 0.26% 116
2022
Q2 		$886K Sell
9,303
-122
-1% -$11.9K 0.36% 80
2022
Q1 		$941K Sell
9,425
-1,576
-14% -$166K 0.33% 79
2021
Q4 		$1.2M Buy
11,001
+1,039
+10% +$114K 0.48% 59
2021
Q3 		$1.1M Sell
9,962
-696
-7% -$77.6K 0.53% 52
2021
Q2 		$1.18M Buy
10,658
+2,424
+29% +$267K 0.56% 49
2021
Q1 		$902K Buy
+8,234
New +$917K 0.45% 59

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Waterfront Wealth's BOND Position: Q2 2026 in Review

Waterfront Wealth increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 6.6% in Q2 2026, buying an estimated $98.7K and bringing the position to 17,206 shares worth $1.57M. The position accounts for 0.24% of the portfolio, ranked #120.

Waterfront Wealth first reported a position in BOND in Q1 2021 and has held it in 22 quarters since. 232 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Waterfront Wealth held 17,206 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.57M as of Q2 2026.
  • Waterfront Wealth bought 1,072 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $98.7K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.24% of Waterfront Wealth's portfolio in Q2 2026, its #120 holding.
  • Waterfront Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2021 and has held it in 22 quarters since.
  • 232 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.