Harmony Asset Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Harmony Asset 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	$838K	Buy	9,634 +2,877	+43%	+$259K	0.21%	93
2026 Q2	$623K	Sell	6,757 -598	-8%	-$55.1K	0.17%	111
2026 Q1	$679K	Sell	7,355 -123	-2%	-$11.5K	0.21%	104
2025 Q4	$696K	Buy	7,478 +2,367	+46%	+$221K	0.23%	97
2025 Q3	$477K	Buy	5,111 +2,001	+64%	+$185K	0.16%	114
2025 Q2	$287K	Buy	+3,110	New	+$283K	0.11%	142

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

Harmony Asset Management's BOND Position: Q3 2026 in Review

Harmony Asset Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 43% in Q3 2026, buying an estimated $259K and bringing the position to 9,634 shares worth $838K. The position accounts for 0.21% of the portfolio, ranked #93.

Harmony Asset Management first reported a position in BOND in Q2 2025 and has held it in 6 quarters since. 156 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Harmony Asset Management held 9,634 shares of PIMCO Active Bond Exchange-Traded Fund worth $838K as of Q3 2026.
Harmony Asset Management bought 2,877 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $259K.
PIMCO Active Bond Exchange-Traded Fund made up 0.21% of Harmony Asset Management's portfolio in Q3 2026, its #93 holding.
Harmony Asset Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2025 and has held it in 6 quarters since.
156 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.