Halbert Hargrove Global Advisors
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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
Q3 		$6.43M Buy
73,956
+2,782
+4% +$251K 0.28% 20
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

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
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
HCM
Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Halbert Hargrove Global Advisors's BOND Position: Q3 2026 in Review

Halbert Hargrove Global Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.9% in Q3 2026, buying an estimated $251K and bringing the position to 73,956 shares worth $6.43M. The position accounts for 0.28% of the portfolio, ranked #20.

Halbert Hargrove Global Advisors first reported a position in BOND in Q1 2021 and has held it in 18 quarters since. The position peaked at $102M in Q4 2021. 230 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Halbert Hargrove Global Advisors held 73,956 shares of PIMCO Active Bond Exchange-Traded Fund worth $6.43M as of Q3 2026.
  • Halbert Hargrove Global Advisors bought 2,782 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $251K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.28% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #20 holding.
  • Halbert Hargrove Global Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2021 and has held it in 18 quarters since.
  • Halbert Hargrove Global Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $102M in Q4 2021.
  • 230 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.