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

WCG 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	$3.41M	Sell	37,020 -4,844	-12%	-$446K	0.08%	222
2026 Q1	$3.86M	Sell	41,864 -311	-0.7%	-$29K	0.11%	183
2025 Q4	$3.92M	Buy	42,175 +12,421	+42%	+$1.16M	0.11%	177
2025 Q3	$2.78M	Buy	29,754 +175	+0.6%	+$16.1K	0.17%	121
2025 Q2	$2.73M	Buy	+29,579	New	+$2.69M	0.18%	124
2024 Q2	–	Sell	-231,999	Closed	-$21.3M	–	280
2024 Q1	$21.3M	Sell	231,999 -13,485	-5%	-$1.23M	1.78%	13
2023 Q4	$22.7M	Sell	245,484 -27,006	-10%	-$2.39M	1.67%	11
2023 Q3	$24.2M	Buy	272,490 +10,877	+4%	+$979K	1.77%	10
2023 Q2	$24M	Buy	261,613 +62,362	+31%	+$5.75M	2.8%	8
2023 Q1	$18.5M	Sell	199,251 -148	-0.1%	-$13.7K	2.37%	9
2022 Q4	$18M	Buy	199,399 +21,021	+12%	+$1.89M	2.48%	8
2022 Q3	$17.5M	Sell	178,378 -9,466	-5%	-$896K	2.32%	8
2022 Q2	$17.9M	Buy	+187,844	New	+$18.3M	2.48%	8

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

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

WCG Wealth Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 12% in Q2 2026, selling an estimated $446K and leaving 37,020 shares worth $3.41M. The position accounts for 0.08% of the portfolio, ranked #222.

WCG Wealth Advisors first reported a position in BOND in Q2 2022 and has held it in 13 quarters since. The position peaked at $24.2M in Q3 2023. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

WCG Wealth Advisors held 37,020 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.41M as of Q2 2026.
WCG Wealth Advisors sold 4,844 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $446K.
PIMCO Active Bond Exchange-Traded Fund made up 0.08% of WCG Wealth Advisors's portfolio in Q2 2026, its #222 holding.
WCG Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2022 and has held it in 13 quarters since.
WCG Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $24.2M in Q3 2023.
541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

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