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

Larson Financial Group’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 		$129K Buy
1,481
+5
+0.3% +$451 ﹤0.01% 1126
2026
Q2 		$136K Buy
1,476
+5
+0.3% +$460 ﹤0.01% 1022
2026
Q1 		$136K Sell
1,471
-30
-2% -$2.8K ﹤0.01% 861
2025
Q4 		$140K Sell
1,501
-111
-7% -$10.4K ﹤0.01% 812
2025
Q3 		$150K Buy
1,612
+7
+0.4% +$646 0.01% 771
2025
Q2 		$148K Buy
1,605
+7
+0.4% +$637 0.01% 729
2025
Q1 		$148K Buy
1,598
+6
+0.4% +$548 0.01% 685
2024
Q4 		$144K Sell
1,592
-202
-11% -$18.6K 0.01% 649
2024
Q3 		$170K Buy
1,794
+215
+14% +$20.1K 0.01% 613
2024
Q2 		$144K Buy
1,579
+509
+48% +$46K 0.01% 557
2024
Q1 		$98.3K Hold
1,070
– – 0.01% 546
2023
Q4 		$98.9K Sell
1,070
-300
-22% -$26.6K 0.01% 486
2023
Q3 		$120K Hold
1,370
– – 0.01% 418
2023
Q2 		$126K Hold
1,370
– – 0.01% 395
2023
Q1 		$127K Hold
1,370
– – 0.01% 393
2022
Q4 		$124K Hold
1,370
– – 0.01% 378
2022
Q3 		$123K Buy
+1,370
New +$130K 0.02% 336
2020
Q4 		– Sell
-101
Closed -$11K – 759
2020
Q3 		$11K Buy
101
+3
+3% +$337 ﹤0.01% 419
2020
Q2 		$11K Buy
98
+5
+5% +$548 0.01% 372
2020
Q1 		$10K Buy
93
+8
+9% +$869 0.01% 288
2019
Q4 		$9K Buy
+85
New +$9.2K 0.01% 306

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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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Larson Financial Group's BOND Position: Q3 2026 in Review

Larson Financial Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.34% in Q3 2026, buying an estimated $451 and bringing the position to 1,481 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Larson Financial Group first reported a position in BOND in Q4 2019 and has held it in 21 quarters since. The position peaked at $170K in Q3 2024. 425 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Larson Financial Group held 1,481 shares of PIMCO Active Bond Exchange-Traded Fund worth $129K as of Q3 2026.
  • Larson Financial Group bought 5 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $451.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1126 holding.
  • Larson Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 21 quarters since.
  • Larson Financial Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $170K in Q3 2024.
  • 425 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.