Fiduciary Alliance’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Fiduciary Alliance’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	$3.44M	Buy	39,534 +1,019	+3%	+$91.9K	0.26%	102
2026 Q2	$3.55M	Sell	38,515 -107	-0.3%	-$9.9K	0.24%	110
2026 Q1	$3.59M	Buy	38,622 +1,758	+5%	+$164K	0.22%	116
2025 Q4	$3.43M	Buy	36,864 +1,683	+5%	+$157K	0.22%	111
2025 Q3	$3.28M	Buy	35,181 +160	+0.5%	+$14.8K	0.22%	103
2025 Q2	$3.23M	Buy	+35,021	New	+$3.19M	0.24%	99
2023 Q3	–	Sell	-16	Closed	-$1.47K	–	260
2023 Q2	$1.47K	Buy	+16	New	+$1.48K	﹤0.01%	829
2023 Q1	–	Sell	-37	Closed	-$3.35K	–	235
2022 Q4	$3.35K	Buy	+37	New	+$3.33K	﹤0.01%	613

Other funds holding BOND

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Fiduciary Alliance's BOND Position: Q3 2026 in Review

Fiduciary Alliance increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.6% in Q3 2026, buying an estimated $91.9K and bringing the position to 39,534 shares worth $3.44M. The position accounts for 0.26% of the portfolio, ranked #102.

Fiduciary Alliance first reported a position in BOND in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.59M in Q1 2026. 169 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Fiduciary Alliance held 39,534 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.44M as of Q3 2026.
Fiduciary Alliance bought 1,019 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $91.9K.
PIMCO Active Bond Exchange-Traded Fund made up 0.26% of Fiduciary Alliance's portfolio in Q3 2026, its #102 holding.
Fiduciary Alliance first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 8 quarters since.
Fiduciary Alliance's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.59M in Q1 2026.
169 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.