How many shares of BOND does AE Wealth Management LLC own?

As of 2026-Q2, AE Wealth Management LLC holds 1.8M shares of BOND (PIMCO ETF TR).

What is AE Wealth Management LLC's BOND position worth?

As of 2026-Q2, AE Wealth Management LLC's BOND position is worth $170M.

Is AE Wealth Management LLC buying or selling BOND?

In 2026-Q2, AE Wealth Management LLC decreased their BOND position (-2.6% change in shares).

When did AE Wealth Management LLC first buy BOND?

Based on available 13F filings, AE Wealth Management LLC first reported a position in BOND in 2019-Q2. They have held the position across 29 quarters.

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AE Wealth Management LLC

BOND
29 quarters

Position history for AE Wealth Management LLC's holdings in PIMCO ETF TR

Current Value

$170M

Current Shares

1.8M

Total Value Change

+$169.5M

Total Shares Change

+1.8M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.8M	-2.6%	$170M	0.8%	$91.82	0
2026-Q1	Increased	1.9M	+27.7%	$174.6M	0.9%	$90.75	53
2025-Q4	Increased	1.5M	+47.6%	$138M	0.8%	$90.77	58
2025-Q3	Increased	1M	+22.8%	$93.7M	0.6%	$89.47	51
2025-Q2	Increased	817,675	+26.6%	$75.4M	0.6%	$87.21	52
2025-Q1	Increased	645,865	+24.7%	$59.7M	0.5%	$86.37	51
2024-Q4	Increased	517,877	+36.0%	$46.8M	0.4%	$83.75	45
2024-Q3	Increased	380,707	+299.7%	$36M	0.3%	$86.16	56
2024-Q2	Increased	95,248	+149.1%	$8.7M	0.1%	$81.92	44
2024-Q1	Decreased	38,240	-7.3%	$3.5M	0.0%	$81.60	0
2023-Q4	Decreased	41,234	-25.6%	$3.8M	0.0%	$81.49	0
2023-Q3	Decreased	55,451	-6.9%	$4.9M	0.0%	$76.33	0
2023-Q2	Increased	59,571	+80.7%	$5.5M	0.0%	$78.74	41
2023-Q1	Increased	32,970	+851.0%	$3.1M	0.0%	$78.94	43
2022-Q4	Decreased	3,467	-3.5%	$313,725	0.0%	$76.53	0
2022-Q3	Decreased	3,594	-6.8%	$322,000	0.0%	$74.95	0
2022-Q2	Decreased	3,857	-14.5%	$367,000	0.0%	$78.91	0
2022-Q1	Decreased	4,512	-80.2%	$459,000	0.0%	$83.69	0
2021-Q4	Decreased	22,818	-5.4%	$2.5M	0.0%	$89.58	0
2021-Q3	Increased	24,126	+237.7%	$2.7M	0.0%	$89.75	42
2021-Q2	Increased	7,144	+19.7%	$793,000	0.0%	$89.50	29
2021-Q1	Decreased	5,970	-80.5%	$653,000	0.0%	$87.72	0
2020-Q4	Increased	30,618	+459.7%	$3.5M	0.0%	$90.27	43
2020-Q3	Decreased	5,470	-97.1%	$615,000	0.0%	$89.00	0
2020-Q2	Increased	191,498	+6843.4%	$21.4M	0.3%	$87.77	55
2020-Q1	Decreased	2,758	-16.3%	$293,000	0.0%	$82.91	0
2019-Q4	Decreased	3,296	-3.9%	$355,000	0.0%	$83.75	0
2019-Q3	Decreased	3,429	-23.5%	$373,000	0.0%	$83.68	0
2019-Q2	New	4,484	-	$482,000	0.0%	$81.89	33

Other major holders of BOND: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, LPL Financial LLC

BOND29 quarters

BOND
29 quarters