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Avidian Wealth Enterprises’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Avidian Wealth Enterprises’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 		$368K Buy
4,229
+1,035
+32% +$93.4K 0.01% 552
2026
Q2 		$295K Buy
3,194
+4
+0.1% +$368 0.01% 603
2026
Q1 		$294K Buy
3,190
+440
+16% +$41.1K 0.01% 547
2025
Q4 		$256K Buy
2,750
+4
+0.1% +$374 0.01% 506
2025
Q3 		$256K Buy
2,746
+4
+0.1% +$369 0.01% 498
2025
Q2 		$253K Buy
2,742
+4
+0.1% +$364 0.01% 472
2025
Q1 		$253K Buy
2,738
+5
+0.2% +$457 0.01% 454
2024
Q4 		$247K Buy
2,733
+1
+0% +$92 0.01% 440
2024
Q3 		$258K Hold
2,732
– – 0.01% 425
2024
Q2 		$249K Buy
+2,732
New +$247K 0.01% 431
2024
Q1 		– Sell
-5,696
Closed -$527K – 441
2023
Q4 		$527K Buy
+5,696
New +$505K 0.03% 254
2022
Q3 		– Sell
-2,503
Closed -$238K – 423
2022
Q2 		$238K Sell
2,503
-2,033
-45% -$198K 0.02% 393
2022
Q1 		$462K Sell
4,536
-2,588
-36% -$272K 0.03% 315
2021
Q4 		$779K Sell
7,124
-3,861
-35% -$424K 0.05% 226
2021
Q3 		$1.21M Buy
10,985
+4,322
+65% +$482K 0.09% 118
2021
Q2 		$739K Buy
6,663
+36
+0.5% +$3.97K 0.06% 159
2021
Q1 		$725K Sell
6,627
-796
-11% -$88.6K 0.06% 160
2020
Q4 		$840K Buy
7,423
+18
+0.2% +$2.02K 0.08% 123
2020
Q3 		$833K Buy
+7,405
New +$833K 0.09% 110

Other funds holding BOND

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
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 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
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

Avidian Wealth Enterprises's BOND Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 32% in Q3 2026, buying an estimated $93.4K and bringing the position to 4,229 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #552.

Avidian Wealth Enterprises first reported a position in BOND in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.21M in Q3 2021. 28 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Avidian Wealth Enterprises held 4,229 shares of PIMCO Active Bond Exchange-Traded Fund worth $368K as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,035 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $93.4K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #552 holding.
  • Avidian Wealth Enterprises first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2020 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.21M in Q3 2021.
  • 28 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.