Krilogy Financial
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Krilogy Financial’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Krilogy Financial’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 		$1.27M Sell
14,627
-534
-4% -$48.2K 0.03% 353
2026
Q2 		$1.4M Buy
15,161
+552
+4% +$50.8K 0.04% 306
2026
Q1 		$1.35M Sell
14,609
-1,446
-9% -$135K 0.04% 289
2025
Q4 		$1.5M Sell
16,055
-1,714
-10% -$160K 0.05% 254
2025
Q3 		$1.66M Buy
17,769
+5,132
+41% +$474K 0.06% 223
2025
Q2 		$1.16M Sell
12,637
-535
-4% -$48.7K 0.07% 172
2025
Q1 		$1.22M Buy
13,172
+145
+1% +$13.2K 0.08% 157
2024
Q4 		$1.18M Buy
13,027
+279
+2% +$25.7K 0.08% 155
2024
Q3 		$1.21M Sell
12,748
-1,696
-12% -$158K 0.08% 155
2024
Q2 		$1.32M Sell
14,444
-1,058
-7% -$95.7K 0.1% 144
2024
Q1 		$1.42M Sell
15,502
-218
-1% -$19.9K 0.11% 143
2023
Q4 		$1.45M Sell
15,720
-6,282
-29% -$557K 0.12% 125
2023
Q3 		$1.93M Sell
22,002
-1,536
-7% -$138K 0.18% 111
2023
Q2 		$2.16M Sell
23,538
-2,363
-9% -$218K 0.19% 104
2023
Q1 		$2.4M Sell
25,901
-123,880
-83% -$11.5M 0.2% 95
2022
Q4 		$13.6M Sell
149,781
-7,536
-5% -$678K 1.29% 17
2022
Q3 		$14.1M Buy
157,317
+7,032
+5% +$666K 1.68% 14
2022
Q2 		$14.3M Buy
150,285
+50,870
+51% +$4.94M 1.66% 14
2022
Q1 		$10.1M Sell
99,415
-18,795
-16% -$1.98M 1.03% 22
2021
Q4 		$12.9M Buy
118,210
+10,972
+10% +$1.2M 1.3% 17
2021
Q3 		$11.9M Sell
107,238
-1,851
-2% -$206K 1.18% 17
2021
Q2 		$12.1M Sell
109,089
-7,036
-6% -$776K 1.21% 16
2021
Q1 		$12.7M Buy
116,125
+8,605
+8% +$958K 1.34% 16
2020
Q4 		$12.2M Buy
107,520
+9,642
+10% +$1.08M 1.46% 15
2020
Q3 		$11M Buy
97,878
+4,395
+5% +$494K 1.53% 15
2020
Q2 		$10.4M Buy
93,483
+12,047
+15% +$1.32M 1.6% 15
2020
Q1 		$8.65M Sell
81,436
-9,387
-10% -$1.02M 1.64% 17
2019
Q4 		$9.8M Buy
90,823
+4,875
+6% +$528K 1.61% 16
2019
Q3 		$9.36M Buy
85,948
+2,922
+4% +$316K 1.69% 15
2019
Q2 		$8.92M Buy
+83,026
New +$8.79M 1.71% 15
2018
Q4 		– Sell
-56
Closed -$6K – 199
2018
Q3 		$6K Buy
+56
New +$5.76K ﹤0.01% 591

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
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
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Krilogy Financial's BOND Position: Q3 2026 in Review

Krilogy Financial reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.5% in Q3 2026, selling an estimated $48.2K and leaving 14,627 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #353.

Krilogy Financial first reported a position in BOND in Q3 2018 and has held it in 31 quarters since. The position peaked at $14.3M in Q2 2022. 159 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Krilogy Financial held 14,627 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.27M as of Q3 2026.
  • Krilogy Financial sold 534 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $48.2K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.03% of Krilogy Financial's portfolio in Q3 2026, its #353 holding.
  • Krilogy Financial first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2018 and has held it in 31 quarters since.
  • Krilogy Financial's PIMCO Active Bond Exchange-Traded Fund position peaked at $14.3M in Q2 2022.
  • 159 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.