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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
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

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 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
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cyndeo Wealth Partners's BOND Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 20% in Q2 2026, buying an estimated $271K and bringing the position to 17,952 shares worth $1.66M. The position accounts for 0.08% of the portfolio, ranked #214.

Cyndeo Wealth Partners first reported a position in BOND in Q2 2024 and has held it in 9 quarters since. 115 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Cyndeo Wealth Partners held 17,952 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.66M as of Q2 2026.
  • Cyndeo Wealth Partners bought 2,944 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $271K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.08% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #214 holding.
  • Cyndeo Wealth Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
  • 115 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.