Cyndeo Wealth Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Cyndeo Wealth Partners’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	$740K	Sell	8,511 -9,441	-53%	-$852K	0.03%	310
2026 Q2	$1.66M	Buy	17,952 +2,944	+20%	+$271K	0.08%	214
2026 Q1	$1.38M	Sell	15,008 -689	-4%	-$64.3K	0.07%	205
2025 Q4	$1.46M	Buy	15,697 +328	+2%	+$30.7K	0.08%	199
2025 Q3	$1.43M	Sell	15,369 -13	-0.1%	-$1.2K	0.08%	194
2025 Q2	$1.42M	Buy	15,382 +5,277	+52%	+$480K	0.08%	191
2025 Q1	$934K	Sell	10,105 -857	-8%	-$78.3K	0.06%	221
2024 Q4	$991K	Sell	10,962 -1,509	-12%	-$139K	0.07%	216
2024 Q3	$1.18M	Sell	12,471 -454	-4%	-$42.4K	0.08%	201
2024 Q2	$1.18M	Buy	+12,925	New	+$1.17M	0.09%	193

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

Cyndeo Wealth Partners's BOND Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 53% in Q3 2026, selling an estimated $852K and leaving 8,511 shares worth $740K. The position accounts for 0.03% of the portfolio, ranked #310.

Cyndeo Wealth Partners first reported a position in BOND in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.66M in Q2 2026. 483 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Cyndeo Wealth Partners held 8,511 shares of PIMCO Active Bond Exchange-Traded Fund worth $740K as of Q3 2026.
Cyndeo Wealth Partners sold 9,441 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $852K.
PIMCO Active Bond Exchange-Traded Fund made up 0.03% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #310 holding.
Cyndeo Wealth Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2024 and has held it in 10 quarters since.
Cyndeo Wealth Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.66M in Q2 2026.
483 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.