Kingsview Wealth Management
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Kingsview Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Kingsview Wealth 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 		$2.06M Buy
23,737
+2,745
+13% +$248K 0.02% 545
2026
Q2 		$1.94M Buy
20,992
+6,338
+43% +$584K 0.02% 571
2026
Q1 		$1.35M Buy
14,654
+225
+2% +$21K 0.02% 595
2025
Q4 		$1.34M Sell
14,429
-2,537
-15% -$237K 0.02% 559
2025
Q3 		$1.58M Buy
16,966
+985
+6% +$90.9K 0.02% 504
2025
Q2 		$1.47M Sell
15,981
-1,800
-10% -$164K 0.02% 486
2025
Q1 		$1.64M Buy
17,781
+5,017
+39% +$458K 0.03% 431
2024
Q4 		$1.15M Buy
12,764
+1,583
+14% +$146K 0.02% 511
2024
Q3 		$1.06M Buy
11,181
+2,516
+29% +$235K 0.02% 515
2024
Q2 		$789K Sell
8,665
-327
-4% -$29.6K 0.02% 571
2024
Q1 		$826K Buy
8,992
+989
+12% +$90.5K 0.02% 546
2023
Q4 		$740K Sell
8,003
-17,805
-69% -$1.58M 0.02% 550
2023
Q3 		$2.27M Buy
+25,808
New +$2.32M 0.08% 256
2022
Q1 		– Sell
-5,611
Closed -$614K – 876
2021
Q4 		$614K Sell
5,611
-935
-14% -$103K 0.03% 523
2021
Q3 		$724K Sell
6,546
-838
-11% -$93.4K 0.03% 460
2021
Q2 		$817K Sell
7,384
-37
-0.5% -$4.08K 0.04% 422
2021
Q1 		$813K Buy
7,421
+406
+6% +$45.2K 0.05% 388
2020
Q4 		$793K Buy
7,015
+184
+3% +$20.7K 0.06% 331
2020
Q3 		$768K Sell
6,831
-840
-11% -$94.4K 0.07% 273
2020
Q2 		$856K Buy
7,671
+4,806
+168% +$526K 0.09% 229
2020
Q1 		$304K Buy
+2,865
New +$311K 0.04% 357
2018
Q4 		– Sell
-2,040
Closed -$209K – 382
2018
Q3 		$209K Buy
+2,040
New +$210K 0.04% 332

Other funds holding BOND

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Sand Hill Global Advisors
Sand Hill Global Advisors Palo Alto, California $3.36B AUM 12.24% 1-Year Est. Return

Kingsview Wealth Management's BOND Position: Q3 2026 in Review

Kingsview Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 13% in Q3 2026, buying an estimated $248K and bringing the position to 23,737 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #545.

Kingsview Wealth Management first reported a position in BOND in Q3 2018 and has held it in 22 quarters since. The position peaked at $2.27M in Q3 2023. 463 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Kingsview Wealth Management held 23,737 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.06M as of Q3 2026.
  • Kingsview Wealth Management bought 2,745 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $248K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Kingsview Wealth Management's portfolio in Q3 2026, its #545 holding.
  • Kingsview Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2018 and has held it in 22 quarters since.
  • Kingsview Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.27M in Q3 2023.
  • 463 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Kingsview Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.