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

Westmount 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 		$487K Sell
5,280
-10
-0.2% -$921 0.11% 156
2026
Q1 		$488K Buy
5,290
+194
+4% +$18.1K 0.12% 151
2025
Q4 		$474K Sell
5,096
-112
-2% -$10.5K 0.12% 139
2025
Q3 		$485K Buy
5,208
+367
+8% +$33.9K 0.13% 140
2025
Q2 		$446K Sell
4,841
-349
-7% -$31.8K 0.12% 138
2025
Q1 		$480K Buy
5,190
+51
+1% +$4.66K 0.15% 128
2024
Q4 		$465K Buy
5,139
+494
+11% +$45.5K 0.14% 124
2024
Q3 		$439K Buy
4,645
+22
+0.5% +$2.05K 0.13% 129
2024
Q2 		$416K Buy
4,623
+107
+2% +$9.68K 0.14% 127
2024
Q1 		$415K Sell
4,516
-259
-5% -$23.7K 0.15% 130
2023
Q4 		$441K Sell
4,775
-4,146
-46% -$367K 0.18% 117
2023
Q3 		$784K Buy
8,921
+690
+8% +$62.1K 0.35% 68
2023
Q2 		$754K Sell
8,231
-437
-5% -$40.3K 0.33% 64
2023
Q1 		$804K Buy
8,668
+79
+0.9% +$7.3K 0.37% 58
2022
Q4 		$777K Buy
+8,589
New +$773K 0.4% 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

Westmount Partners's BOND Position: Q2 2026 in Review

Westmount Partners reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.19% in Q2 2026, selling an estimated $921 and leaving 5,280 shares worth $487K. The position accounts for 0.11% of the portfolio, ranked #156.

Westmount Partners first reported a position in BOND in Q4 2022 and has held it in 15 quarters since. The position peaked at $804K in Q1 2023. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Westmount Partners held 5,280 shares of PIMCO Active Bond Exchange-Traded Fund worth $487K as of Q2 2026.
  • Westmount Partners sold 10 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $921.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.11% of Westmount Partners's portfolio in Q2 2026, its #156 holding.
  • Westmount Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $804K in Q1 2023.
  • 541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.