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

Waypoint Wealth Partners’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
2025
Q2 		$514K Sell
5,577
-269
-5% -$24.5K 0.13% 46
2025
Q1 		$541K Buy
5,846
+64
+1% +$5.84K 0.15% 37
2024
Q4 		$523K Buy
5,782
+474
+9% +$43.6K 0.14% 41
2024
Q3 		$502K Buy
5,308
+128
+2% +$11.9K 0.13% 46
2024
Q2 		$472K Buy
5,180
+220
+4% +$19.9K 0.14% 41
2024
Q1 		$456K Buy
4,960
+130
+3% +$11.9K 0.13% 50
2023
Q4 		$447K Hold
4,830
– – 0.14% 49
2023
Q3 		$425K Buy
4,830
+1,850
+62% +$167K 0.15% 46
2023
Q2 		$273K Buy
2,980
+204
+7% +$18.8K 0.09% 57
2023
Q1 		$257K Buy
2,776
+50
+2% +$4.62K 0.09% 58
2022
Q4 		$247K Buy
+2,726
New +$245K 0.1% 52
2022
Q2 		– Sell
-2,843
Closed -$289K – 66
2022
Q1 		$289K Hold
2,843
– – 0.11% 40
2021
Q4 		$311K Buy
2,843
+76
+3% +$8.35K 0.11% 41
2021
Q3 		$306K Hold
2,767
– – 0.11% 35
2021
Q2 		$307K Hold
2,767
– – 0.12% 31
2021
Q1 		$303K Buy
+2,767
New +$308K 0.22% 31

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waypoint Wealth Partners's BOND Position: Q2 2025 in Review

Waypoint Wealth Partners reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 4.6% in Q2 2025, selling an estimated $24.5K and leaving 5,577 shares worth $514K. The position accounts for 0.13% of the portfolio, ranked #46.

Waypoint Wealth Partners first reported a position in BOND in Q1 2021 and has held it in 16 quarters since. The position peaked at $541K in Q1 2025. 468 funds tracked by Wall St. Rank hold BOND as of Q2 2025.

  • Waypoint Wealth Partners held 5,577 shares of PIMCO Active Bond Exchange-Traded Fund worth $514K as of Q2 2025.
  • Waypoint Wealth Partners sold 269 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2025, an estimated $24.5K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.13% of Waypoint Wealth Partners's portfolio in Q2 2025, its #46 holding.
  • Waypoint Wealth Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2021 and has held it in 16 quarters since.
  • Waypoint Wealth Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $541K in Q1 2025.
  • 468 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.