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

Cornerstone 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
Q2 		– Sell
-42,269
Closed -$3.9M – 282
2026
Q1 		$3.9M Sell
42,269
-5
-0% -$467 0.37% 52
2025
Q4 		$3.93M Sell
42,274
-2,998
-7% -$280K 0.38% 52
2025
Q3 		$4.23M Sell
45,272
-3,239
-7% -$299K 0.42% 48
2025
Q2 		$4.47M Sell
48,511
-1,817
-4% -$165K 0.48% 46
2025
Q1 		$4.58M Buy
50,328
+769
+2% +$70.2K 0.53% 45
2024
Q4 		$4.53M Sell
49,559
-67,291
-58% -$6.19M 0.51% 44
2024
Q3 		$11.1M Buy
116,850
+1,833
+2% +$171K 1.45% 18
2024
Q2 		$10.5M Buy
115,017
+15,860
+16% +$1.43M 1.47% 18
2024
Q1 		$9.11M Buy
99,157
+27,549
+38% +$2.52M 1.3% 21
2023
Q4 		$6.62M Buy
71,608
+7,571
+12% +$671K 1.03% 24
2023
Q3 		$5.63M Buy
64,037
+18,355
+40% +$1.65M 0.98% 26
2023
Q2 		$4.19M Buy
45,682
+29,582
+184% +$2.73M 0.74% 29
2023
Q1 		$1.49M Buy
16,100
+9,226
+134% +$853K 0.27% 57
2022
Q4 		$622K Buy
+6,874
New +$618K 0.12% 111
2021
Q2 		– Sell
-8,608
Closed -$942K – 217
2021
Q1 		$942K Sell
8,608
-2,996
-26% -$334K 0.18% 96
2020
Q4 		$1.31M Buy
+11,604
New +$1.3M 0.27% 68

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Advisory's BOND Position: Q2 2026 in Review

Cornerstone Advisory sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026, closing a stake of 42,269 shares — an estimated $3.9M sold.

Cornerstone Advisory first reported a position in BOND in Q4 2020 and held it in 16 quarters. The position peaked at $11.1M in Q3 2024. 223 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Cornerstone Advisory reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Advisory sold 42,269 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $3.9M.
  • Cornerstone Advisory first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and held it in 16 quarters.
  • Cornerstone Advisory's PIMCO Active Bond Exchange-Traded Fund position peaked at $11.1M in Q3 2024.
  • 223 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.