Belpointe Asset Management
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Belpointe Asset Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Belpointe Asset Management’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 		– Sell
-7,564
Closed -$697K – 1161
2026
Q2 		$697K Buy
+7,564
New +$696K 0.02% 610
2025
Q3 		– Sell
-2,518
Closed -$232K – 987
2025
Q2 		$232K Sell
2,518
-696
-22% -$63.3K 0.01% 831
2025
Q1 		$297K Sell
3,214
-390
-11% -$35.6K 0.02% 729
2024
Q4 		$338K Hold
3,604
– – 0.02% 616
2024
Q3 		$341K Sell
3,604
-58
-2% -$5.41K 0.02% 622
2024
Q2 		$334K Sell
3,662
-70
-2% -$6.33K 0.02% 557
2024
Q1 		$343K Sell
3,732
-885
-19% -$81K 0.03% 543
2023
Q4 		$427K Sell
4,617
-2,218
-32% -$197K 0.04% 410
2023
Q3 		$601K Sell
6,835
-973
-12% -$87.6K 0.06% 290
2023
Q2 		$715K Sell
7,808
-3,097
-28% -$286K 0.08% 245
2023
Q1 		$1.01M Sell
10,905
-7,009
-39% -$648K 0.05% 325
2022
Q4 		$1.62M Sell
17,914
-1,489
-8% -$134K 0.1% 206
2022
Q3 		$1.74M Buy
19,403
+161
+0.8% +$15.2K 0.12% 187
2022
Q2 		$1.83M Buy
19,242
+265
+1% +$25.7K 0.12% 178
2022
Q1 		$1.93M Buy
18,977
+645
+4% +$67.9K 0.12% 178
2021
Q4 		$2.01M Buy
18,332
+10,037
+121% +$1.1M 0.13% 162
2021
Q3 		$917K Buy
8,295
+1,331
+19% +$148K 0.06% 332
2021
Q2 		$773K Buy
6,964
+779
+13% +$85.9K 0.06% 357
2021
Q1 		$678K Sell
6,185
-384
-6% -$42.8K 0.06% 338
2020
Q4 		$743K Buy
6,569
+5,296
+416% +$595K 0.07% 316
2020
Q3 		$143K Buy
+1,273
New +$143K 0.02% 659
2017
Q4 		– Sell
-2,582
Closed -$276K – 463
2017
Q3 		$276K Buy
+2,582
New +$275K 0.06% 333

Other funds holding BOND

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 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
Christian Investment Advisors
Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return

Belpointe Asset Management's BOND Position: Q3 2026 in Review

Belpointe Asset Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2026, closing a stake of 7,564 shares — an estimated $697K sold.

Belpointe Asset Management first reported a position in BOND in Q3 2017 and held it in 22 quarters. The position peaked at $2.01M in Q4 2021. 341 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Belpointe Asset Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 7,564 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $697K.
  • Belpointe Asset Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2017 and held it in 22 quarters.
  • Belpointe Asset Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.01M in Q4 2021.
  • 341 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.