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Williams & Novak’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Williams & Novak’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 		$997K Buy
10,816
+1,273
+13% +$117K 0.66% 46
2026
Q1 		$878K Buy
9,543
+2,665
+39% +$249K 0.66% 43
2025
Q4 		$640K Buy
6,878
+2,382
+53% +$223K 0.48% 56
2025
Q3 		$420K Sell
4,496
-730
-14% -$67.4K 0.32% 69
2025
Q2 		$482K Sell
5,226
-770
-13% -$70.1K 0.41% 67
2025
Q1 		$554K Buy
5,996
+290
+5% +$26.5K 0.54% 48
2024
Q4 		$516K Sell
5,706
-8,562
-60% -$788K 0.5% 55
2024
Q3 		$1.35M Sell
14,268
-22,897
-62% -$2.14M 1.26% 26
2024
Q2 		$3.38M Buy
37,165
+9,687
+35% +$876K 3.15% 5
2024
Q1 		$2.54M Hold
27,478
– – 2.89% 7
2023
Q4 		$2.54M Buy
+27,478
New +$2.44M 2.89% 7

Other funds holding BOND

TA
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
RA
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
EA
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
Wealth Enhancement Advisory Services
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
LIP
Lynch Investment Planning Newtown Square, Pennsylvania $130M AUM

Williams & Novak's BOND Position: Q2 2026 in Review

Williams & Novak increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 13% in Q2 2026, buying an estimated $117K and bringing the position to 10,816 shares worth $997K. The position accounts for 0.66% of the portfolio, ranked #46.

Williams & Novak first reported a position in BOND in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.38M in Q2 2024. 88 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Williams & Novak held 10,816 shares of PIMCO Active Bond Exchange-Traded Fund worth $997K as of Q2 2026.
  • Williams & Novak bought 1,273 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $117K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.66% of Williams & Novak's portfolio in Q2 2026, its #46 holding.
  • Williams & Novak first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
  • Williams & Novak's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.38M in Q2 2024.
  • 88 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.