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

Affiance Financial’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 		$10.4M Sell
119,793
-7,090
-6% -$639K 1.49% 14
2026
Q2 		$11.7M Buy
126,883
+29,567
+30% +$2.72M 1.68% 13
2026
Q1 		$8.98M Buy
97,316
+25,536
+36% +$2.38M 1.46% 14
2025
Q4 		$6.68M Buy
71,780
+18,036
+34% +$1.69M 1.07% 14
2025
Q3 		$5.02M Buy
53,744
+6,438
+14% +$594K 0.91% 16
2025
Q2 		$4.36M Buy
47,306
+2,381
+5% +$217K 0.89% 16
2025
Q1 		$4.15M Buy
44,925
+8,706
+24% +$795K 0.97% 16
2024
Q4 		$3.27M Buy
36,219
+4,942
+16% +$455K 0.78% 19
2024
Q3 		$2.96M Buy
31,277
+3,329
+12% +$311K 0.72% 23
2024
Q2 		$2.55M Sell
27,948
-334
-1% -$30.2K 0.66% 25
2024
Q1 		$2.6M Buy
28,282
+9,942
+54% +$910K 0.7% 23
2023
Q4 		$1.7M Buy
18,340
+2,132
+13% +$189K 0.49% 33
2023
Q3 		$1.42M Buy
16,208
+3,600
+29% +$324K 0.72% 31
2023
Q2 		$1.16M Buy
12,608
+4,347
+53% +$401K 0.56% 40
2023
Q1 		$766K Buy
8,261
+2,342
+40% +$216K 0.41% 52
2022
Q4 		$536K Buy
5,919
+489
+9% +$44K 0.22% 67
2022
Q3 		$487K Sell
5,430
-915
-14% -$86.6K 0.27% 47
2022
Q2 		$604K Buy
6,345
+179
+3% +$17.4K 0.33% 45
2022
Q1 		$628K Sell
6,166
-1,901
-24% -$200K 0.31% 49
2021
Q4 		$883K Sell
8,067
-46
-0.6% -$5.05K 0.37% 45
2021
Q3 		$897K Buy
8,113
+31
+0.4% +$3.46K 0.39% 45
2021
Q2 		$897K Sell
8,082
-439
-5% -$48.4K 0.38% 45
2021
Q1 		$933K Buy
8,521
+2,082
+32% +$232K 0.42% 43
2020
Q4 		$728K Buy
6,439
+1,316
+26% +$148K 0.38% 44
2020
Q3 		$576K Buy
5,123
+996
+24% +$112K 0.33% 48
2020
Q2 		$461K Buy
4,127
+1,894
+85% +$207K 0.25% 52
2020
Q1 		$237K Buy
+2,233
New +$243K 0.16% 75

Other funds holding BOND

Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Buck Wealth Strategies
Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Affiance Financial's BOND Position: Q3 2026 in Review

Affiance Financial reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 5.6% in Q3 2026, selling an estimated $639K and leaving 119,793 shares worth $10.4M. The position accounts for 1.49% of the portfolio, ranked #14.

Affiance Financial first reported a position in BOND in Q1 2020 and has held it in 27 quarters since. The position peaked at $11.7M in Q2 2026. 217 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Affiance Financial held 119,793 shares of PIMCO Active Bond Exchange-Traded Fund worth $10.4M as of Q3 2026.
  • Affiance Financial sold 7,090 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $639K.
  • PIMCO Active Bond Exchange-Traded Fund made up 1.49% of Affiance Financial's portfolio in Q3 2026, its #14 holding.
  • Affiance Financial first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2020 and has held it in 27 quarters since.
  • Affiance Financial's PIMCO Active Bond Exchange-Traded Fund position peaked at $11.7M in Q2 2026.
  • 217 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.