Insight Wealth Partners
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Insight Wealth Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Insight Wealth Partners’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 		$2.38M Buy
27,303
+1,174
+4% +$106K 0.31% 34
2026
Q2 		$2.41M Sell
26,129
-10,186
-28% -$938K 0.32% 34
2026
Q1 		$3.35M Buy
36,315
+2,565
+8% +$239K 0.47% 20
2025
Q4 		$3.14M Buy
33,750
+1,868
+6% +$175K 0.43% 20
2025
Q3 		$2.98M Buy
31,882
+5,754
+22% +$531K 0.91% 20
2025
Q2 		$2.41M Buy
26,128
+337
+1% +$30.7K 0.93% 19
2025
Q1 		$2.38M Buy
25,791
+242
+0.9% +$22.1K 0.4% 23
2024
Q4 		$2.31M Buy
25,549
+1,758
+7% +$162K 0.32% 25
2024
Q3 		$2.25M Buy
23,791
+1,391
+6% +$130K 0.44% 26
2024
Q2 		$2.04M Sell
22,400
-399
-2% -$36.1K 0.35% 22
2024
Q1 		$2.09M Buy
22,799
+4,080
+22% +$373K 0.36% 22
2023
Q4 		$1.73M Sell
18,719
-546
-3% -$48.4K 0.3% 20
2023
Q3 		$1.69M Buy
19,265
+515
+3% +$46.4K 0.33% 21
2023
Q2 		$1.72M Sell
18,750
-4,648
-20% -$429K 0.4% 22
2023
Q1 		$2.17M Sell
23,398
-959
-4% -$88.6K 0.49% 17
2022
Q4 		$2.2M Buy
24,357
+3,036
+14% +$273K 1.65% 16
2022
Q3 		$1.91M Buy
21,321
+2,546
+14% +$241K 1.81% 16
2022
Q2 		$1.79M Buy
18,775
+130
+0.7% +$12.6K 1.34% 16
2022
Q1 		$1.9M Buy
18,645
+2,475
+15% +$261K 1.05% 17
2021
Q4 		$1.77M Buy
16,170
+1,184
+8% +$130K 0.33% 20
2021
Q3 		$1.66M Sell
14,986
-666
-4% -$74.3K 0.89% 17
2021
Q2 		$1.74M Buy
15,652
+8
+0.1% +$882 0.92% 20
2021
Q1 		$1.71M Sell
15,644
-11,760
-43% -$1.31M 0.84% 19
2020
Q4 		$3.1M Buy
27,404
+25,579
+1,402% +$2.87M 1.9% 12
2020
Q3 		$205K Hold
1,825
– – 0.2% 46
2020
Q2 		$204K Buy
+1,825
New +$200K 0.21% 37

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

Insight Wealth Partners's BOND Position: Q3 2026 in Review

Insight Wealth Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 4.5% in Q3 2026, buying an estimated $106K and bringing the position to 27,303 shares worth $2.38M. The position accounts for 0.31% of the portfolio, ranked #34.

Insight Wealth Partners first reported a position in BOND in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.35M in Q1 2026. 215 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Insight Wealth Partners held 27,303 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.38M as of Q3 2026.
  • Insight Wealth Partners bought 1,174 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $106K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.31% of Insight Wealth Partners's portfolio in Q3 2026, its #34 holding.
  • Insight Wealth Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2020 and has held it in 26 quarters since.
  • Insight Wealth Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.35M in Q1 2026.
  • 215 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.