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Halbert Hargrove Global Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Halbert Hargrove Global Advisors’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 		$6.56M Sell
71,174
-885
-1% -$81.5K 0.28% 19
2026
Q1 		$6.65M Sell
72,059
-4,128
-5% -$385K 0.32% 20
2025
Q4 		$7.09M Sell
76,187
-576
-0.8% -$53.9K 0.34% 18
2025
Q3 		$7.17M Sell
76,763
-1,209
-2% -$112K 0.35% 19
2025
Q2 		$7.19M Sell
77,972
-843
-1% -$76.7K 0.37% 18
2025
Q1 		$7.29M Buy
78,815
+2,686
+4% +$245K 0.41% 17
2024
Q4 		$6.88M Sell
76,129
-63
-0.1% -$5.8K 0.38% 18
2024
Q3 		$7.21M Sell
76,192
-892
-1% -$83.3K 0.4% 18
2024
Q2 		$7.02M Sell
77,084
-4,240
-5% -$384K 0.41% 18
2024
Q1 		$7.47M Buy
81,324
+4,088
+5% +$374K 0.49% 20
2023
Q4 		$7.14M Buy
77,236
+3,797
+5% +$337K 0.49% 24
2023
Q3 		$6.46M Buy
+73,439
New +$6.61M 0.48% 26
2022
Q2 		– Sell
-994,300
Closed -$101M – 151
2022
Q1 		$101M Buy
994,300
+61,975
+7% +$6.52M 6.68% 5
2021
Q4 		$102M Buy
932,325
+817,190
+710% +$89.7M 6.49% 5
2021
Q3 		$12.7M Buy
115,135
+4,847
+4% +$540K 0.88% 16
2021
Q2 		$12.2M Buy
110,288
+6,096
+6% +$672K 0.8% 18
2021
Q1 		$11.4M Buy
+104,192
New +$11.6M 0.82% 17

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 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

Halbert Hargrove Global Advisors's BOND Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.2% in Q2 2026, selling an estimated $81.5K and leaving 71,174 shares worth $6.56M. The position accounts for 0.28% of the portfolio, ranked #19.

Halbert Hargrove Global Advisors first reported a position in BOND in Q1 2021 and has held it in 17 quarters since. The position peaked at $102M in Q4 2021. 234 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Halbert Hargrove Global Advisors held 71,174 shares of PIMCO Active Bond Exchange-Traded Fund worth $6.56M as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 885 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $81.5K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.28% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #19 holding.
  • Halbert Hargrove Global Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2021 and has held it in 17 quarters since.
  • Halbert Hargrove Global Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $102M in Q4 2021.
  • 234 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.