Legacy Advisory Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Legacy Advisory Services’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	–	Sell	-2,200	Closed	-$203K	–	82
2026 Q2	$203K	Sell	2,200 -1,693	-43%	-$156K	0.14%	54
2026 Q1	$359K	Sell	3,893 -2,193	-36%	-$205K	0.27%	36
2025 Q4	$566K	Buy	6,086 +8	+0.1%	+$748	0.43%	28
2025 Q3	$567K	Buy	6,078 +7	+0.1%	+$646	0.43%	29
2025 Q2	$560K	Buy	+6,071	New	+$552K	0.44%	26

Other funds holding BOND

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

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 Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return

Legacy Advisory Services's BOND Position: Q3 2026 in Review

Legacy Advisory Services sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2026, closing a stake of 2,200 shares — an estimated $203K sold.

Legacy Advisory Services first reported a position in BOND in Q2 2025 and held it in 5 quarters. The position peaked at $567K in Q3 2025. 195 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Legacy Advisory Services reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2026 after selling out during the quarter.
Legacy Advisory Services sold 2,200 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $203K.
Legacy Advisory Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2025 and held it in 5 quarters.
Legacy Advisory Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $567K in Q3 2025.
195 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.