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

Wealth Enhancement Trust 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 		$722K Sell
7,825
-1,075
-12% -$99K 0.08% 185
2026
Q1 		$821K Hold
8,900
– – 0.1% 171
2025
Q4 		$828K Buy
+8,900
New +$833K 0.1% 157

Other funds holding BOND

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $3.32B AUM 20.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 12% in Q2 2026, selling an estimated $99K and leaving 7,825 shares worth $722K. The position accounts for 0.08% of the portfolio, ranked #185.

Wealth Enhancement Trust Services first reported a position in BOND in Q4 2025 and has held it in 3 quarters since. The position peaked at $828K in Q4 2025. 435 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Wealth Enhancement Trust Services held 7,825 shares of PIMCO Active Bond Exchange-Traded Fund worth $722K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 1,075 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $99K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.08% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #185 holding.
  • Wealth Enhancement Trust Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $828K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

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