CoreCap Advisors
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CoreCap Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

CoreCap Advisors’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 		$32.2K Sell
370
-10
-3% -$902 ﹤0.01% 1602
2026
Q2 		$35K Hold
380
– – ﹤0.01% 1564
2026
Q1 		$35.1K Buy
380
+338
+805% +$31.5K ﹤0.01% 1459
2025
Q4 		$3.91K Sell
42
-66
-61% -$6.18K ﹤0.01% 2289
2025
Q3 		$10.1K Buy
108
+42
+64% +$3.88K ﹤0.01% 1927
2025
Q2 		$6.08K Sell
66
-113
-63% -$10.3K ﹤0.01% 2059
2025
Q1 		$16.6K Buy
179
+113
+171% +$10.3K ﹤0.01% 1619
2024
Q4 		$5.97K Sell
66
-79
-54% -$7.27K ﹤0.01% 1934
2024
Q3 		$13.7K Sell
145
-136
-48% -$12.7K ﹤0.01% 1691
2024
Q2 		$25.6K Buy
281
+204
+265% +$18.5K ﹤0.01% 827
2024
Q1 		$7.07K Buy
+77
New +$7.04K ﹤0.01% 1833
2022
Q4 		$6.97K Buy
+77
New +$6.93K ﹤0.01% 1652
2022
Q3 		– Sell
-159
Closed -$15K – 721
2022
Q2 		$15K Buy
+159
New +$15.4K ﹤0.01% 1333
2022
Q1 		– Sell
-558
Closed -$61K – 733
2021
Q4 		$61K Buy
+558
New +$61.3K ﹤0.01% 933

Other funds holding BOND

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

CoreCap Advisors's BOND Position: Q3 2026 in Review

CoreCap Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.6% in Q3 2026, selling an estimated $902 and leaving 370 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

CoreCap Advisors first reported a position in BOND in Q4 2021 and has held it in 14 quarters since. The position peaked at $61K in Q4 2021. 169 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • CoreCap Advisors held 370 shares of PIMCO Active Bond Exchange-Traded Fund worth $32.2K as of Q3 2026.
  • CoreCap Advisors sold 10 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $902.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1602 holding.
  • CoreCap Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $61K in Q4 2021.
  • 169 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.