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

WealthShield 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 		– Sell
-103,918
Closed -$9.59M – 409
2026
Q1 		$9.59M Buy
103,918
+8,457
+9% +$789K 1.07% 19
2025
Q4 		$8.89M Buy
95,461
+17,505
+22% +$1.64M 0.98% 23
2025
Q3 		$7.28M Buy
77,956
+2,491
+3% +$230K 0.83% 31
2025
Q2 		$6.96M Sell
75,465
-14,417
-16% -$1.31M 0.84% 29
2025
Q1 		$8.31M Sell
89,882
-1,038
-1% -$94.8K 1.07% 23
2024
Q4 		$8.26M Buy
90,920
+25,817
+40% +$2.38M 1.17% 20
2024
Q3 		$6.16M Buy
65,103
+48,043
+282% +$4.48M 0.83% 30
2024
Q2 		$1.55M Buy
17,060
+4,333
+34% +$392K 0.24% 113
2024
Q1 		$1.17M Buy
12,727
+2,330
+22% +$213K 0.19% 131
2023
Q4 		$964K Sell
10,397
-25,635
-71% -$2.27M 0.16% 147
2023
Q3 		$3.17M Buy
36,032
+3,206
+10% +$289K 0.48% 52
2023
Q2 		$3.01M Buy
32,826
+9,313
+40% +$859K 0.45% 56
2023
Q1 		$2.18M Buy
23,513
+1,725
+8% +$159K 0.35% 72
2022
Q4 		$1.98M Buy
21,788
+712
+3% +$64.1K 0.38% 71
2022
Q3 		$1.89M Buy
21,076
+2,202
+12% +$208K 0.38% 71
2022
Q2 		$1.8M Buy
18,874
+7,097
+60% +$690K 0.36% 71
2022
Q1 		$1.2M Buy
+11,777
New +$1.24M 0.19% 124
2018
Q4 		– Sell
-84
Closed -$9K – 242
2018
Q3 		$9K Hold
84
– – 0.01% 211
2018
Q2 		$9K Hold
84
– – 0.01% 202
2018
Q1 		$9K Hold
84
– – 0.01% 196
2017
Q4 		$9K Buy
+84
New +$8.93K 0.01% 195

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

WealthShield Partners's BOND Position: Q2 2026 in Review

WealthShield Partners sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026, closing a stake of 103,918 shares — an estimated $9.59M sold.

WealthShield Partners first reported a position in BOND in Q4 2017 and held it in 21 quarters. The position peaked at $9.59M in Q1 2026. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • WealthShield Partners reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 103,918 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $9.59M.
  • WealthShield Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and held it in 21 quarters.
  • WealthShield Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $9.59M in Q1 2026.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.