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CX Institutional’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

CX Institutional’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 		$80K Sell
921
-160
-15% -$14.4K ﹤0.01% 922
2026
Q2 		$100K Buy
+1,081
New +$99.5K ﹤0.01% 859

Other funds holding BOND

LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

CX Institutional's BOND Position: Q3 2026 in Review

CX Institutional reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 15% in Q3 2026, selling an estimated $14.4K and leaving 921 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

CX Institutional first reported a position in BOND in Q2 2026 and has held it in 2 quarters since. The position peaked at $100K in Q2 2026. 28 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • CX Institutional held 921 shares of PIMCO Active Bond Exchange-Traded Fund worth $80K as of Q3 2026.
  • CX Institutional sold 160 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $14.4K.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #922 holding.
  • CX Institutional first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2026 and has held it in 2 quarters since.
  • CX Institutional's PIMCO Active Bond Exchange-Traded Fund position peaked at $100K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.