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

Advus Financial Partners’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	$4.66M	Buy	53,523 +529	+1%	+$47.7K	1.31%	17
2026 Q2	$4.89M	Buy	+52,994	New	+$4.88M	1.39%	17
2023 Q4	–	Sell	-5,932	Closed	-$521K	–	54
2023 Q3	$521K	Sell	5,932 -155	-3%	-$14K	0.28%	38
2023 Q2	$558K	Hold	6,087	–	–	0.3%	38
2023 Q1	$565K	Sell	6,087 -66,100	-92%	-$6.11M	0.31%	38
2022 Q4	$6.55M	Buy	+72,187	New	+$6.49M	3.71%	7

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

Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 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

Advus Financial Partners's BOND Position: Q3 2026 in Review

Advus Financial Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1% in Q3 2026, buying an estimated $47.7K and bringing the position to 53,523 shares worth $4.66M. The position accounts for 1.31% of the portfolio, ranked #17.

Advus Financial Partners first reported a position in BOND in Q4 2022 and has held it in 6 quarters since. The position peaked at $6.55M in Q4 2022. 207 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Advus Financial Partners held 53,523 shares of PIMCO Active Bond Exchange-Traded Fund worth $4.66M as of Q3 2026.
Advus Financial Partners bought 529 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $47.7K.
PIMCO Active Bond Exchange-Traded Fund made up 1.31% of Advus Financial Partners's portfolio in Q3 2026, its #17 holding.
Advus Financial Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 6 quarters since.
Advus Financial Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $6.55M in Q4 2022.
207 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.