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

Beacon Financial Advisory’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	$1.15M	Sell	13,256 -715	-5%	-$64.5K	0.22%	113
2026 Q2	$1.29M	Buy	13,971 +526	+4%	+$48.4K	0.25%	97
2026 Q1	$1.24M	Buy	13,445 +786	+6%	+$73.3K	0.28%	88
2025 Q4	$1.18M	Buy	12,659 +129	+1%	+$12.1K	0.27%	88
2025 Q3	$1.17M	Buy	12,530 +14	+0.1%	+$1.29K	0.27%	97
2025 Q2	$1.15M	Buy	12,516 +510	+4%	+$46.4K	0.3%	88
2025 Q1	$1.11M	Sell	12,006 -810	-6%	-$74K	0.34%	81
2024 Q4	$1.16M	Buy	12,816 +1,345	+12%	+$124K	0.38%	66
2024 Q3	$1.09M	Buy	11,471 +558	+5%	+$52.1K	0.37%	71
2024 Q2	$994K	Buy	10,913 +1,721	+19%	+$156K	0.37%	71
2024 Q1	$844K	Buy	9,192 +1,165	+15%	+$107K	0.41%	69
2023 Q4	$742K	Sell	8,027 -589	-7%	-$52.2K	0.36%	84
2023 Q3	$757K	Buy	8,616 +512	+6%	+$46.1K	0.42%	80
2023 Q2	$743K	Buy	8,104 +796	+11%	+$73.4K	0.43%	72
2023 Q1	$678K	Buy	7,308 +1,615	+28%	+$149K	0.43%	74
2022 Q4	$515K	Buy	5,693 +3,300	+138%	+$297K	0.37%	90
2022 Q3	$215K	Sell	2,393 -12,082	-83%	-$1.14M	0.15%	171
2022 Q2	$1.38M	Sell	14,475 -8,883	-38%	-$863K	0.78%	34
2022 Q1	$2.38M	Buy	+23,358	New	+$2.46M	1.14%	15

Other funds holding BOND

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 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

Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return

HCM

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

Beacon Financial Advisory's BOND Position: Q3 2026 in Review

Beacon Financial Advisory reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 5.1% in Q3 2026, selling an estimated $64.5K and leaving 13,256 shares worth $1.15M. The position accounts for 0.22% of the portfolio, ranked #113.

Beacon Financial Advisory first reported a position in BOND in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.38M in Q1 2022. 335 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Beacon Financial Advisory held 13,256 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.15M as of Q3 2026.
Beacon Financial Advisory sold 715 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $64.5K.
PIMCO Active Bond Exchange-Traded Fund made up 0.22% of Beacon Financial Advisory's portfolio in Q3 2026, its #113 holding.
Beacon Financial Advisory first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2022 and has held it in 19 quarters since.
Beacon Financial Advisory's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.38M in Q1 2022.
335 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.