Consilium Wealth Advisory’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Consilium Wealth 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	$996K	Hold	11,450	–	–	0.29%	52
2026 Q2	$1.06M	Hold	11,450	–	–	0.31%	49
2026 Q1	$1.06M	Buy	11,450 +3,475	+44%	+$324K	0.36%	43
2025 Q4	$742K	Hold	7,975	–	–	0.27%	58
2025 Q3	$744K	Hold	7,975	–	–	0.29%	58
2025 Q2	$735K	Buy	+7,975	New	+$726K	0.31%	56

Other funds holding BOND

LPL Financial San Diego, California $468B AUM 17.69% 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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

Consilium Wealth Advisory's BOND Position: Q3 2026 in Review

Consilium Wealth Advisory held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q3 2026 at 11,450 shares worth $996K. The position accounts for 0.29% of the portfolio, ranked #52.

Consilium Wealth Advisory first reported a position in BOND in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.06M in Q1 2026. 360 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Consilium Wealth Advisory held 11,450 shares of PIMCO Active Bond Exchange-Traded Fund worth $996K as of Q3 2026.
Consilium Wealth Advisory left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q3 2026.
PIMCO Active Bond Exchange-Traded Fund made up 0.29% of Consilium Wealth Advisory's portfolio in Q3 2026, its #52 holding.
Consilium Wealth Advisory first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2025 and has held it in 6 quarters since.
Consilium Wealth Advisory's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.06M in Q1 2026.
360 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.