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 Q3	$45.4M	Buy	522,827 +204,159	+64%	+$18.4M	0.07%	256
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Wealth Enhancement Advisory Services's BOND Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 64% in Q3 2026, buying an estimated $18.4M and bringing the position to 522,827 shares worth $45.4M. The position accounts for 0.07% of the portfolio, ranked #256.

Wealth Enhancement Advisory Services first reported a position in BOND in Q3 2023 and has held it in 13 quarters since. 483 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Wealth Enhancement Advisory Services held 522,827 shares of PIMCO Active Bond Exchange-Traded Fund worth $45.4M as of Q3 2026.
Wealth Enhancement Advisory Services bought 204,159 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $18.4M.
PIMCO Active Bond Exchange-Traded Fund made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #256 holding.
Wealth Enhancement Advisory Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2023 and has held it in 13 quarters since.
483 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.