Acima Private Wealth’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Acima Private Wealth’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 Q3	$13.2M	Buy	151,802 +3,423	+2%	+$309K	3.83%	8
2026 Q2	$13.7M	Buy	148,379 +6,015	+4%	+$554K	3.97%	7
2026 Q1	$13.1M	Buy	142,364 +2,481	+2%	+$231K	4.12%	6
2025 Q4	$13M	Buy	139,883 +22,222	+19%	+$2.08M	4.04%	6
2025 Q3	$11M	Buy	117,661 +11,726	+11%	+$1.08M	3.44%	7
2025 Q2	$9.77M	Sell	105,935 -10,988	-9%	-$1,000K	3.33%	8
2025 Q1	$10.8M	Sell	116,923 -26,733	-19%	-$2.44M	3.88%	5
2024 Q4	$13M	Buy	143,656 +12,811	+10%	+$1.18M	4.37%	5
2024 Q3	$12.4M	Buy	130,845 +4,125	+3%	+$385K	4.15%	7
2024 Q2	$11.5M	Buy	126,720 +1,569	+1%	+$142K	4.24%	4
2024 Q1	$11.5M	Buy	125,151 +1,665	+1%	+$152K	4.24%	5
2023 Q4	$11.4M	Buy	+123,486	New	+$10.9M	4.46%	5

Other funds holding BOND

HWM

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

BIP

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

Acima Private Wealth's BOND Position: Q3 2026 in Review

Acima Private Wealth increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.3% in Q3 2026, buying an estimated $309K and bringing the position to 151,802 shares worth $13.2M. The position accounts for 3.83% of the portfolio, ranked #8.

Acima Private Wealth first reported a position in BOND in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.7M in Q2 2026. 69 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Acima Private Wealth held 151,802 shares of PIMCO Active Bond Exchange-Traded Fund worth $13.2M as of Q3 2026.
Acima Private Wealth bought 3,423 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $309K.
PIMCO Active Bond Exchange-Traded Fund made up 3.83% of Acima Private Wealth's portfolio in Q3 2026, its #8 holding.
Acima Private Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 12 quarters since.
Acima Private Wealth's PIMCO Active Bond Exchange-Traded Fund position peaked at $13.7M in Q2 2026.
69 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.