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

Elevation 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 		$71.3K Buy
819
+10
+1% +$902 0.02% 275
2026
Q2 		$74.6K Buy
809
+10
+1% +$921 0.02% 227
2026
Q1 		$73.7K Buy
799
+11
+1% +$1.03K 0.03% 193
2025
Q4 		$73.4K Buy
788
+52
+7% +$4.87K 0.03% 192
2025
Q3 		$68.7K Sell
736
-397
-35% -$36.6K 0.02% 209
2025
Q2 		$104K Sell
1,133
-20
-2% -$1.82K 0.04% 170
2025
Q1 		$107K Sell
1,153
-565
-33% -$51.6K 0.05% 164
2024
Q4 		$155K Sell
1,718
-515
-23% -$47.4K 0.07% 129
2024
Q3 		$211K Buy
2,233
+522
+31% +$48.7K 0.09% 110
2024
Q2 		$156K Sell
1,711
-84
-5% -$7.6K 0.07% 128
2024
Q1 		$165K Sell
1,795
-644
-26% -$58.9K 0.08% 124
2023
Q4 		$214K Sell
2,439
-220
-8% -$19.5K 0.13% 97
2023
Q3 		$234K Buy
2,659
+11
+0.4% +$990 0.2% 48
2023
Q2 		$243K Buy
2,648
+9
+0.3% +$830 0.2% 51
2023
Q1 		$245K Buy
+2,639
New +$244K 0.22% 52

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

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

Elevation Wealth Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.2% in Q3 2026, buying an estimated $902 and bringing the position to 819 shares worth $71.3K. The position accounts for 0.02% of the portfolio, ranked #275.

Elevation Wealth Partners first reported a position in BOND in Q1 2023 and has held it in 15 quarters since. The position peaked at $245K in Q1 2023. 28 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Elevation Wealth Partners held 819 shares of PIMCO Active Bond Exchange-Traded Fund worth $71.3K as of Q3 2026.
  • Elevation Wealth Partners bought 10 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $902.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #275 holding.
  • Elevation Wealth Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $245K in Q1 2023.
  • 28 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.