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HBK Sorce Advisory’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

HBK Sorce Advisory’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 		$754K Hold
8,293
– – 0.01% 306
2026
Q1 		$766K Hold
8,293
– – 0.02% 292
2025
Q4 		$775K Buy
+8,293
New +$776K 0.02% 278

Other funds holding BOND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 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

HBK Sorce Advisory's BOND Position: Q2 2026 in Review

HBK Sorce Advisory held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q2 2026 at 8,293 shares worth $754K. The position accounts for 0.01% of the portfolio, ranked #306.

HBK Sorce Advisory first reported a position in BOND in Q4 2025 and has held it in 3 quarters since. The position peaked at $775K in Q4 2025. 352 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • HBK Sorce Advisory held 8,293 shares of PIMCO Active Bond Exchange-Traded Fund worth $754K as of Q2 2026.
  • HBK Sorce Advisory left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #306 holding.
  • HBK Sorce Advisory first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • HBK Sorce Advisory's PIMCO Active Bond Exchange-Traded Fund position peaked at $775K in Q4 2025.
  • 352 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.