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Cardinal Point Capital Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Cardinal Point Capital 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
Q2 		– Sell
-2,311
Closed -$213K – 300
2026
Q1 		$213K Sell
2,311
-930
-29% -$86.8K 0.01% 279
2025
Q4 		$303K Sell
3,241
-504
-13% -$47.2K 0.02% 205
2025
Q3 		$351K Sell
3,745
-380
-9% -$35.1K 0.02% 190
2025
Q2 		$380K Sell
4,125
-2,500
-38% -$227K 0.03% 164
2025
Q1 		$613K Sell
6,625
-5,015
-43% -$458K 0.06% 103
2024
Q4 		$1.06M Sell
11,640
-5,105
-30% -$470K 0.17% 35
2024
Q3 		$1.58M Sell
16,745
-148,416
-90% -$13.9M 0.26% 24
2024
Q2 		$15M Sell
165,161
-1,993
-1% -$180K 2.62% 13
2024
Q1 		$15.4M Buy
167,154
+464
+0.3% +$42.5K 2.92% 11
2023
Q4 		$15.5M Buy
166,690
+13,516
+9% +$1.2M 3.74% 8
2023
Q3 		$13.5M Buy
153,174
+1,445
+1% +$130K 3.52% 7
2023
Q2 		$13.9M Buy
151,729
+3,045
+2% +$281K 4.18% 6
2023
Q1 		$13.8M Buy
148,684
+2,235
+2% +$207K 4.19% 6
2022
Q4 		$13.3M Buy
+146,449
New +$13.2M 4.59% 6

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cardinal Point Capital Management's BOND Position: Q2 2026 in Review

Cardinal Point Capital Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026, closing a stake of 2,311 shares — an estimated $213K sold.

Cardinal Point Capital Management first reported a position in BOND in Q4 2022 and held it in 14 quarters. The position peaked at $15.5M in Q4 2023. 118 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Cardinal Point Capital Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Cardinal Point Capital Management sold 2,311 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $213K.
  • Cardinal Point Capital Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and held it in 14 quarters.
  • Cardinal Point Capital Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $15.5M in Q4 2023.
  • 118 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.