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Advus Financial Partners, LLC’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Advus Financial Partners, LLC’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 		$4.88M Buy
52,893
+7,454
+16% +$686K 1.11% 19
2026
Q1 		$4.19M Buy
45,439
+29,264
+181% +$2.73M 1.05% 19
2025
Q4 		$1.51M Buy
16,175
+10,140
+168% +$949K 0.36% 53
2025
Q3 		$563K Sell
6,035
-1,096
-15% -$101K 0.14% 115
2025
Q2 		$657K Buy
7,131
+4,365
+158% +$397K 0.17% 96
2025
Q1 		$256K Sell
2,766
-407
-13% -$37.2K 0.07% 199
2024
Q4 		$287K Buy
3,173
+31
+1% +$2.85K 0.08% 174
2024
Q3 		$297K Buy
3,142
+59
+2% +$5.51K 0.08% 156
2024
Q2 		$281K Sell
3,083
-221
-7% -$20K 0.09% 152
2024
Q1 		$304K Sell
3,304
-46
-1% -$4.21K 0.09% 144
2023
Q4 		$310K Sell
3,350
-5,696
-63% -$505K 0.11% 127
2023
Q3 		$795K Sell
9,046
-421
-4% -$37.9K 0.31% 53
2023
Q2 		$867K Buy
9,467
+28
+0.3% +$2.58K 0.33% 47
2023
Q1 		$876K Sell
9,439
-66,104
-88% -$6.11M 0.36% 44
2022
Q4 		$6.84M Buy
75,543
+71,982
+2,021% +$6.48M 2.98% 7
2022
Q3 		$319K Buy
3,561
+25
+0.7% +$2.37K 0.17% 85
2022
Q2 		$337K Buy
+3,536
New +$344K 0.18% 82

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

Advus Financial Partners, LLC's BOND Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 16% in Q2 2026, buying an estimated $686K and bringing the position to 52,893 shares worth $4.88M. The position accounts for 1.11% of the portfolio, ranked #19.

Advus Financial Partners, LLC first reported a position in BOND in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.84M in Q4 2022. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Advus Financial Partners, LLC held 52,893 shares of PIMCO Active Bond Exchange-Traded Fund worth $4.88M as of Q2 2026.
  • Advus Financial Partners, LLC bought 7,454 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $686K.
  • PIMCO Active Bond Exchange-Traded Fund made up 1.11% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #19 holding.
  • Advus Financial Partners, LLC first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2022 and has held it in 17 quarters since.
  • Advus Financial Partners, LLC's PIMCO Active Bond Exchange-Traded Fund position peaked at $6.84M in Q4 2022.
  • 541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.