Wealthcare Advisory Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Wealthcare Advisory 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
2026 Q2	$2.41M	Buy	26,104 +4,810	+23%	+$443K	0.05%	318
2026 Q1	$1.96M	Sell	21,294 -288	-1%	-$26.9K	0.04%	373
2025 Q4	$2.01M	Sell	21,582 -3,666	-15%	-$343K	0.04%	365
2025 Q3	$2.36M	Sell	25,248 -183	-0.7%	-$16.9K	0.05%	303
2025 Q2	$2.34M	Buy	25,431 +7,764	+44%	+$706K	0.05%	292
2025 Q1	$1.63M	Buy	17,667 +543	+3%	+$49.6K	0.04%	332
2024 Q4	$1.55M	Sell	17,124 -813	-5%	-$74.8K	0.04%	327
2024 Q3	$1.7M	Sell	17,937 -489	-3%	-$45.6K	0.05%	300
2024 Q2	$1.68M	Buy	18,426 +14,829	+412%	+$1.34M	0.05%	266
2024 Q1	$330K	Sell	3,597 -4	-0.1%	-$366	0.01%	638
2023 Q4	$333K	Sell	3,601 -3,252	-47%	-$288K	0.01%	577
2023 Q3	$602K	Buy	6,853 +2,405	+54%	+$217K	0.03%	390
2023 Q2	$408K	Sell	4,448 -49,793	-92%	-$4.59M	0.02%	491
2023 Q1	$5.03M	Sell	54,241 -64,461	-54%	-$5.96M	0.22%	84
2022 Q4	$10.7M	Buy	118,702 +45,204	+62%	+$4.07M	0.51%	44
2022 Q3	$6.59M	Buy	73,498 +29,951	+69%	+$2.83M	0.38%	58
2022 Q2	$4.15M	Buy	+43,547	New	+$4.23M	0.25%	67
2021 Q2	–	Sell	-1,077	Closed	-$118K	–	708
2021 Q1	$118K	Buy	+1,077	New	+$120K	0.01%	625
2020 Q4	–	Sell	-3,058	Closed	-$344K	–	440
2020 Q3	$344K	Sell	3,058 -1,798	-37%	-$202K	0.04%	258
2020 Q2	$542K	Sell	4,856 -366	-7%	-$40.1K	0.07%	162
2020 Q1	$554K	Buy	5,222 +260	+5%	+$28.3K	0.08%	140
2019 Q4	$535K	Buy	4,962 +268	+6%	+$29K	0.07%	171
2019 Q3	$511K	Buy	4,694 +899	+24%	+$97.3K	0.07%	148
2019 Q2	$408K	Buy	3,795 +1,944	+105%	+$206K	0.06%	163
2019 Q1	$195K	Buy	1,851 +1,112	+150%	+$115K	0.03%	243
2018 Q4	$76K	Buy	+739	New	+$75.1K	0.01%	352
2017 Q1	–	Sell	-140	Closed	-$15K	–	106
2016 Q4	$15K	Buy	+140	New	+$14.7K	0.01%	71

Other funds holding BOND

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

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

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Wealthcare Advisory Partners's BOND Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 23% in Q2 2026, buying an estimated $443K and bringing the position to 26,104 shares worth $2.41M. The position accounts for 0.05% of the portfolio, ranked #318.

Wealthcare Advisory Partners first reported a position in BOND in Q4 2016 and has held it in 27 quarters since. The position peaked at $10.7M in Q4 2022. 101 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Wealthcare Advisory Partners held 26,104 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.41M as of Q2 2026.
Wealthcare Advisory Partners bought 4,810 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $443K.
PIMCO Active Bond Exchange-Traded Fund made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #318 holding.
Wealthcare Advisory Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2016 and has held it in 27 quarters since.
Wealthcare Advisory Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $10.7M in Q4 2022.
101 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.