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

Cornerstone Planning Group’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 		– Sell
-450
Closed -$40.8K – 364
2026
Q2 		$40.8K Buy
450
+3
+0.7% +$276 0.01% 457
2026
Q1 		$41K Buy
447
+129
+41% +$12K 0.01% 452
2025
Q4 		$29.8K Sell
318
-7
-2% -$655 ﹤0.01% 476
2025
Q3 		$32.7K Sell
325
-226
-41% -$20.9K 0.01% 441
2025
Q2 		$50.9K Sell
551
-61
-10% -$5.55K 0.01% 238
2025
Q1 		$55.4K Sell
612
-76
-11% -$6.94K 0.01% 222
2024
Q4 		$62.6K Sell
688
-62
-8% -$5.71K 0.02% 160
2024
Q3 		$69K Sell
750
-639
-46% -$59.6K 0.02% 148
2024
Q2 		$130K Sell
1,389
-275
-17% -$24.9K 0.04% 114
2024
Q1 		$150K Sell
1,664
-3,549
-68% -$325K 0.05% 89
2023
Q4 		$482K Sell
5,213
-1,085
-17% -$96.2K 0.16% 45
2023
Q3 		$554K Buy
6,298
+379
+6% +$34.1K 0.21% 40
2023
Q2 		$542K Buy
+5,919
New +$546K 0.21% 47
2022
Q4 		$465K Buy
+4,949
New +$445K 0.19% 57

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Heirloom Wealth Management
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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

Cornerstone Planning Group's BOND Position: Q3 2026 in Review

Cornerstone Planning Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2026, closing a stake of 450 shares — an estimated $40.8K sold.

Cornerstone Planning Group first reported a position in BOND in Q4 2022 and held it in 14 quarters. The position peaked at $554K in Q3 2023. 169 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Cornerstone Planning Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 450 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $40.8K.
  • Cornerstone Planning Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $554K in Q3 2023.
  • 169 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.