Centric Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Centric Wealth 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	$473K	Buy	+5,301	New	+$478K	0.07%	143

Other funds holding BOND

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Centric Wealth Management's BOND Position: Q3 2026 in Review

Centric Wealth Management opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2026: 5,301 shares worth $473K. The stake represents 0.07% of the portfolio and ranks #143 among its holdings.

483 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Centric Wealth Management held 5,301 shares of PIMCO Active Bond Exchange-Traded Fund worth $473K as of Q3 2026.
PIMCO Active Bond Exchange-Traded Fund was a new Centric Wealth Management position in Q3 2026.
PIMCO Active Bond Exchange-Traded Fund made up 0.07% of Centric Wealth Management's portfolio in Q3 2026, its #143 holding.
483 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Centric Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.