Crestmont Private Wealth’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Crestmont Private Wealth’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	$19.8M	Buy	227,708 +4,921	+2%	+$444K	5.57%	6
2026 Q2	$20.5M	Buy	222,787 +30,450	+16%	+$2.8M	5.76%	6
2026 Q1	$17.7M	Buy	192,337 +8,805	+5%	+$822K	5.59%	4
2025 Q4	$17.1M	Sell	183,532 -1,793	-1%	-$168K	5.55%	4
2025 Q3	$17.3M	Buy	185,325 +5,172	+3%	+$477K	5.72%	4
2025 Q2	$16.6M	Buy	+180,153	New	+$16.4M	6%	4

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

Crestmont Private Wealth's BOND Position: Q3 2026 in Review

Crestmont Private Wealth increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.2% in Q3 2026, buying an estimated $444K and bringing the position to 227,708 shares worth $19.8M. The position accounts for 5.57% of the portfolio, ranked #6.

Crestmont Private Wealth first reported a position in BOND in Q2 2025 and has held it in 6 quarters since. The position peaked at $20.5M in Q2 2026. 483 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Crestmont Private Wealth held 227,708 shares of PIMCO Active Bond Exchange-Traded Fund worth $19.8M as of Q3 2026.
Crestmont Private Wealth bought 4,921 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $444K.
PIMCO Active Bond Exchange-Traded Fund made up 5.57% of Crestmont Private Wealth's portfolio in Q3 2026, its #6 holding.
Crestmont Private Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2025 and has held it in 6 quarters since.
Crestmont Private Wealth's PIMCO Active Bond Exchange-Traded Fund position peaked at $20.5M in Q2 2026.
483 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

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