Forteris Wealth Management
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Forteris Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Forteris Wealth Management’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 		$2.5M Buy
28,731
+726
+3% +$65.5K 2.07% 17
2026
Q2 		$2.58M Buy
28,005
+201
+0.7% +$18.5K 2.11% 16
2026
Q1 		$2.57M Buy
27,804
+1,755
+7% +$164K 2.46% 15
2025
Q4 		$2.42M Buy
+26,049
New +$2.44M 2.39% 17

Other funds holding BOND

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Buck Wealth Strategies
Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Christian Investment Advisors
Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Forteris Wealth Management's BOND Position: Q3 2026 in Review

Forteris Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.6% in Q3 2026, buying an estimated $65.5K and bringing the position to 28,731 shares worth $2.5M. The position accounts for 2.07% of the portfolio, ranked #17.

Forteris Wealth Management first reported a position in BOND in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.58M in Q2 2026. 322 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Forteris Wealth Management held 28,731 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.5M as of Q3 2026.
  • Forteris Wealth Management bought 726 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $65.5K.
  • PIMCO Active Bond Exchange-Traded Fund made up 2.07% of Forteris Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Forteris Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 4 quarters since.
  • Forteris Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.58M in Q2 2026.
  • 322 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.