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

Wealth Enhancement Advisory Services’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 		$29.1M Buy
318,668
+9,378
+3% +$863K 0.05% 331
2026
Q1 		$28.5M Sell
309,290
-174,572
-36% -$16.3M 0.06% 294
2025
Q4 		$45.1M Buy
483,862
+44,595
+10% +$4.17M 0.06% 279
2025
Q3 		$40.9M Sell
439,267
-3,194
-0.7% -$295K 0.06% 275
2025
Q2 		$40.5M Sell
442,461
-15,409
-3% -$1.4M 0.07% 264
2025
Q1 		$42.3M Sell
457,870
-2,085
-0.5% -$190K 0.08% 236
2024
Q4 		$41.6M Buy
459,955
+319,529
+228% +$29.4M 0.08% 232
2024
Q3 		$13.3M Sell
140,426
-1,716
-1% -$160K 0.03% 446
2024
Q2 		$12.9M Sell
142,142
-5,718
-4% -$517K 0.03% 417
2024
Q1 		$13.6M Sell
147,860
-13,679
-8% -$1.25M 0.04% 394
2023
Q4 		$14.9M Buy
161,539
+16,295
+11% +$1.44M 0.04% 358
2023
Q3 		$12.8M Buy
+145,244
New +$13.1M 0.04% 360

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 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
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
LIP
Lynch Investment Planning Newtown Square, Pennsylvania $130M AUM
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Wealth Enhancement Advisory Services's BOND Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3% in Q2 2026, buying an estimated $863K and bringing the position to 318,668 shares worth $29.1M. The position accounts for 0.05% of the portfolio, ranked #331.

Wealth Enhancement Advisory Services first reported a position in BOND in Q3 2023 and has held it in 12 quarters since. The position peaked at $45.1M in Q4 2025. 88 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Wealth Enhancement Advisory Services held 318,668 shares of PIMCO Active Bond Exchange-Traded Fund worth $29.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 9,378 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $863K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #331 holding.
  • Wealth Enhancement Advisory Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $45.1M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.