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

Caldwell Sutter 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 		$992K Buy
11,406
+192
+2% +$17.3K 0.37% 67
2026
Q2 		$1.03M Buy
11,214
+272
+2% +$25K 0.39% 65
2026
Q1 		$1.01M Buy
10,942
+884
+9% +$82.5K 0.41% 67
2025
Q4 		$936K Sell
10,058
-1,209
-11% -$113K 0.4% 69
2025
Q3 		$1.05M Sell
11,267
-1,251
-10% -$115K 0.45% 60
2025
Q2 		$1.15M Sell
12,518
-596
-5% -$54.2K 0.53% 46
2025
Q1 		$1.21M Sell
13,114
-77
-0.6% -$7.03K 0.58% 44
2024
Q4 		$1.19M Buy
13,191
+517
+4% +$47.6K 0.56% 46
2024
Q3 		$1.2M Buy
12,674
+326
+3% +$30.4K 0.56% 46
2024
Q2 		$1.12M Buy
12,348
+555
+5% +$50.2K 0.56% 46
2024
Q1 		$1.08M Sell
11,793
-769
-6% -$70.4K 0.52% 51
2023
Q4 		$1.16M Buy
12,562
+339
+3% +$30K 0.59% 48
2023
Q3 		$1.07M Buy
12,223
+1,905
+18% +$171K 0.59% 43
2023
Q2 		$945K Buy
10,318
+5,332
+107% +$492K 0.5% 57
2023
Q1 		$462K Buy
+4,986
New +$461K 0.34% 74

Other funds holding BOND

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Caldwell Sutter Capital's BOND Position: Q3 2026 in Review

Caldwell Sutter Capital increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.7% in Q3 2026, buying an estimated $17.3K and bringing the position to 11,406 shares worth $992K. The position accounts for 0.37% of the portfolio, ranked #67.

Caldwell Sutter Capital first reported a position in BOND in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.21M in Q1 2025. 450 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Caldwell Sutter Capital held 11,406 shares of PIMCO Active Bond Exchange-Traded Fund worth $992K as of Q3 2026.
  • Caldwell Sutter Capital bought 192 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $17.3K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.37% of Caldwell Sutter Capital's portfolio in Q3 2026, its #67 holding.
  • Caldwell Sutter Capital first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2023 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.21M in Q1 2025.
  • 450 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.