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

Waverly 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 		$123M Buy
1,332,448
+310,172
+30% +$28.6M 0.71% 28
2026
Q1 		$94.3M Buy
1,022,276
+381,386
+60% +$35.6M 0.7% 26
2025
Q4 		$59.7M Buy
640,890
+412,801
+181% +$38.6M 0.48% 41
2025
Q3 		$21.3M Sell
228,089
-5,862
-3% -$541K 0.21% 93
2025
Q2 		$21.6M Sell
233,951
-26,875
-10% -$2.45M 0.24% 85
2025
Q1 		$24.1M Buy
260,826
+26,090
+11% +$2.38M 0.29% 76
2024
Q4 		$21.2M Buy
234,736
+169,730
+261% +$15.6M 0.33% 61
2024
Q3 		$6.15M Buy
65,006
+4,110
+7% +$384K 0.11% 166
2024
Q2 		$5.55M Buy
60,896
+17,495
+40% +$1.58M 0.11% 171
2024
Q1 		$3.99M Buy
+43,401
New +$3.97M 0.09% 172
2015
Q4 		– Sell
-18
Closed -$2K – 165
2015
Q3 		$2K Hold
18
– – ﹤0.01% 404
2015
Q2 		$2K Hold
18
– – ﹤0.01% 333
2015
Q1 		$2K Hold
18
– – ﹤0.01% 322
2014
Q4 		$2K Sell
18
-35
-66% -$3.81K ﹤0.01% 385
2014
Q3 		$6K Buy
53
+35
+194% +$3.81K ﹤0.01% 581
2014
Q2 		$2K Buy
+18
New +$1.94K ﹤0.01% 689

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

Waverly Advisors's BOND Position: Q2 2026 in Review

Waverly Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 30% in Q2 2026, buying an estimated $28.6M and bringing the position to 1,332,448 shares worth $123M. The position accounts for 0.71% of the portfolio, ranked #28.

Waverly Advisors first reported a position in BOND in Q2 2014 and has held it in 16 quarters since. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Waverly Advisors held 1,332,448 shares of PIMCO Active Bond Exchange-Traded Fund worth $123M as of Q2 2026.
  • Waverly Advisors bought 310,172 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $28.6M.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.71% of Waverly Advisors's portfolio in Q2 2026, its #28 holding.
  • Waverly Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2014 and has held it in 16 quarters since.
  • 541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

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