Apella Capital
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Apella Capital’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Apella Capital’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 		$282K Sell
3,253
-52
-2% -$4.69K ﹤0.01% 646
2026
Q2 		$302K Buy
3,305
+15
+0.5% +$1.38K ﹤0.01% 580
2026
Q1 		$306K Sell
3,290
-133
-4% -$12.4K ﹤0.01% 551
2025
Q4 		$319K Sell
3,423
-271
-7% -$25.4K 0.01% 426
2025
Q3 		$348K Sell
3,694
-24
-0.6% -$2.22K 0.01% 373
2025
Q2 		$339K Sell
3,718
-109
-3% -$9.9K 0.01% 332
2025
Q1 		$347K Sell
3,827
-84
-2% -$7.67K 0.01% 287
2024
Q4 		$354K Sell
3,911
-513
-12% -$47.2K 0.01% 265
2024
Q3 		$418K Sell
4,424
-1,052
-19% -$98.2K 0.02% 232
2024
Q2 		$501K Sell
5,476
-558
-9% -$50.5K 0.02% 206
2024
Q1 		$548K Sell
6,034
-345
-5% -$31.6K 0.03% 185
2023
Q4 		$585K Sell
6,379
-3,540
-36% -$314K 0.03% 175
2023
Q3 		$872K Sell
9,919
-414
-4% -$37.3K 0.06% 126
2023
Q2 		$947K Buy
+10,333
New +$953K 0.07% 120
2022
Q4 		$991K Sell
10,954
-1,685
-13% -$152K 0.09% 109
2022
Q3 		$1.13M Sell
12,639
-1,715
-12% -$162K 0.13% 92
2022
Q2 		$1.37M Sell
14,354
-1,250
-8% -$121K 0.16% 82
2022
Q1 		$1.59M Sell
15,604
-5,332
-25% -$561K 0.22% 68
2021
Q4 		$2.29M Sell
20,936
-37,320
-64% -$4.1M 0.29% 57
2021
Q3 		$6.44M Buy
58,256
+5,734
+11% +$639K 0.93% 29
2021
Q2 		$5.83M Buy
+52,522
New +$5.79M 0.96% 29

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Apella Capital's BOND Position: Q3 2026 in Review

Apella Capital reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.6% in Q3 2026, selling an estimated $4.69K and leaving 3,253 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Apella Capital first reported a position in BOND in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.44M in Q3 2021. 245 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Apella Capital held 3,253 shares of PIMCO Active Bond Exchange-Traded Fund worth $282K as of Q3 2026.
  • Apella Capital sold 52 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $4.69K.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #646 holding.
  • Apella Capital first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2021 and has held it in 21 quarters since.
  • Apella Capital's PIMCO Active Bond Exchange-Traded Fund position peaked at $6.44M in Q3 2021.
  • 245 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.