Winthrop Advisory Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Winthrop Advisory Group’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	$526K	Buy	5,706 +1,251	+28%	+$115K	0.04%	122
2026 Q1	$411K	Buy	+4,455	New	+$416K	0.03%	117
2018 Q2	–	Sell	-5,317	Closed	-$546K	–	81
2018 Q1	$546K	Sell	5,317 -278	-5%	-$29K	0.38%	36
2017 Q4	$590K	Buy	+5,595	New	+$595K	0.42%	39

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Winthrop Advisory Group's BOND Position: Q2 2026 in Review

Winthrop Advisory Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 28% in Q2 2026, buying an estimated $115K and bringing the position to 5,706 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #122.

Winthrop Advisory Group first reported a position in BOND in Q4 2017 and has held it in 4 quarters since. The position peaked at $590K in Q4 2017. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Winthrop Advisory Group held 5,706 shares of PIMCO Active Bond Exchange-Traded Fund worth $526K as of Q2 2026.
Winthrop Advisory Group bought 1,251 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $115K.
PIMCO Active Bond Exchange-Traded Fund made up 0.04% of Winthrop Advisory Group's portfolio in Q2 2026, its #122 holding.
Winthrop Advisory Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and has held it in 4 quarters since.
Winthrop Advisory Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $590K in Q4 2017.
543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.