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 Q2	$3.55M	Sell	38,515 -107	-0.3%	-$9.85K	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 $2.08B AUM 16.31% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

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

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fiduciary Alliance's BOND Position: Q2 2026 in Review

Fiduciary Alliance reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.28% in Q2 2026, selling an estimated $9.85K and leaving 38,515 shares worth $3.55M. The position accounts for 0.24% of the portfolio, ranked #110.

Fiduciary Alliance first reported a position in BOND in Q4 2022 and has held it in 7 quarters since. The position peaked at $3.59M in Q1 2026. 115 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Fiduciary Alliance held 38,515 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.55M as of Q2 2026.
Fiduciary Alliance sold 107 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $9.85K.
PIMCO Active Bond Exchange-Traded Fund made up 0.24% of Fiduciary Alliance's portfolio in Q2 2026, its #110 holding.
Fiduciary Alliance first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 7 quarters since.
Fiduciary Alliance's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.59M in Q1 2026.
115 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.