ACT Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

ACT Advisors’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	$477K	Buy	5,483 +592	+12%	+$53.4K	0.16%	44
2026 Q2	$451K	Sell	4,891 -1,907	-28%	-$176K	0.15%	44
2026 Q1	$627K	Buy	6,798 +2,078	+44%	+$194K	0.27%	33
2025 Q4	$439K	Buy	4,720 +124	+3%	+$11.6K	0.17%	42
2025 Q3	$429K	Buy	4,596 +723	+19%	+$66.7K	0.17%	43
2025 Q2	$357K	Sell	3,873 -179	-4%	-$16.3K	0.17%	41
2025 Q1	$375K	Sell	4,052 -1,291	-24%	-$118K	0.2%	34
2024 Q4	$483K	Buy	5,343 +3,018	+130%	+$278K	0.26%	29
2024 Q3	$220K	Buy	2,325 +13	+0.6%	+$1.21K	0.1%	47
2024 Q2	$211K	Buy	2,312 +24	+1%	+$2.17K	0.11%	41
2024 Q1	$210K	Hold	2,288	–	–	0.12%	39
2023 Q4	$212K	Sell	2,288 -47	-2%	-$4.17K	0.12%	39
2023 Q3	$205K	Sell	2,335 -32	-1%	-$2.88K	0.13%	36
2023 Q2	$217K	Buy	+2,367	New	+$218K	0.14%	28

Other funds holding BOND

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

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

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

ACT Advisors's BOND Position: Q3 2026 in Review

ACT Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 12% in Q3 2026, buying an estimated $53.4K and bringing the position to 5,483 shares worth $477K. The position accounts for 0.16% of the portfolio, ranked #44.

ACT Advisors first reported a position in BOND in Q2 2023 and has held it in 14 quarters since. The position peaked at $627K in Q1 2026. 156 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

ACT Advisors held 5,483 shares of PIMCO Active Bond Exchange-Traded Fund worth $477K as of Q3 2026.
ACT Advisors bought 592 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $53.4K.
PIMCO Active Bond Exchange-Traded Fund made up 0.16% of ACT Advisors's portfolio in Q3 2026, its #44 holding.
ACT Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2023 and has held it in 14 quarters since.
ACT Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $627K in Q1 2026.
156 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on ACT Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.