WWM
BOND icon

Western Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Western Wealth Management’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 		$3.35M Buy
36,339
+693
+2% +$63.8K 0.11% 195
2026
Q1 		$3.29M Buy
+35,646
New +$3.33M 0.13% 177
2023
Q2 		– Sell
-2,620
Closed -$243K – 649
2023
Q1 		$243K Sell
2,620
-244
-9% -$22.6K 0.02% 553
2022
Q4 		$259K Sell
2,864
-6,948
-71% -$625K 0.03% 503
2022
Q3 		$880K Sell
9,812
-228
-2% -$21.6K 0.05% 334
2022
Q2 		$957K Sell
10,040
-6,901
-41% -$671K 0.05% 312
2022
Q1 		$1.72M Buy
16,941
+10,092
+147% +$1.06M 0.08% 223
2021
Q4 		$749K Buy
+6,849
New +$752K 0.07% 250
2021
Q2 		$890K Buy
8,020
+102
+1% +$11.3K 0.09% 234
2021
Q1 		$867K Sell
7,918
-1,197
-13% -$133K 0.12% 185
2020
Q4 		$1.03M Sell
9,115
-164
-2% -$18.4K 0.15% 155
2020
Q3 		$1.04M Sell
9,279
-154
-2% -$17.3K 0.17% 135
2020
Q2 		$1.05M Sell
9,433
-1,044
-10% -$114K 0.19% 125
2020
Q1 		$1.11M Sell
10,477
-1,185
-10% -$129K 0.25% 93
2019
Q4 		$1.26M Buy
11,662
+81
+0.7% +$8.77K 0.19% 122
2019
Q3 		$1.26M Sell
11,581
-145
-1% -$15.7K 0.26% 95
2019
Q2 		$1.26M Buy
11,726
+1,630
+16% +$173K 0.17% 116
2019
Q1 		$1.06M Sell
10,096
-4,017
-28% -$417K 0.24% 102
2018
Q4 		$1.45M Buy
+14,113
New +$1.43M 0.39% 56

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

Western Wealth Management's BOND Position: Q2 2026 in Review

Western Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.9% in Q2 2026, buying an estimated $63.8K and bringing the position to 36,339 shares worth $3.35M. The position accounts for 0.11% of the portfolio, ranked #195.

Western Wealth Management first reported a position in BOND in Q4 2018 and has held it in 19 quarters since. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Western Wealth Management held 36,339 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.35M as of Q2 2026.
  • Western Wealth Management bought 693 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $63.8K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.11% of Western Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Western Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2018 and has held it in 19 quarters since.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.