Lunt Capital Management
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Lunt Capital Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Lunt Capital 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 		$5.03M Buy
57,835
+1,637
+3% +$148K 1.92% 16
2026
Q2 		$5.18M Buy
56,198
+732
+1% +$67.4K 1.9% 15
2026
Q1 		$5.12M Buy
55,466
+4,636
+9% +$433K 1.97% 15
2025
Q4 		$4.73M Sell
50,830
-2,364
-4% -$221K 1.77% 17
2025
Q3 		$4.97M Sell
53,194
-1,368
-3% -$126K 1.9% 14
2025
Q2 		$5.03M Buy
54,562
+9,156
+20% +$833K 1.93% 13
2025
Q1 		$4.2M Buy
45,406
+3,664
+9% +$335K 1.53% 19
2024
Q4 		$3.77M Buy
41,742
+10,757
+35% +$990K 1.47% 19
2024
Q3 		$2.93M Buy
30,985
+1,203
+4% +$112K 1.37% 20
2024
Q2 		$2.71M Buy
29,782
+1,054
+4% +$95.3K 1.34% 19
2024
Q1 		$2.64M Buy
28,728
+1,907
+7% +$174K 1.31% 19
2023
Q4 		$2.48M Buy
26,821
+796
+3% +$70.6K 1.28% 17
2023
Q3 		$2.29M Buy
26,025
+3,078
+13% +$277K 1.21% 18
2023
Q2 		$2.1M Buy
+22,947
New +$2.12M 1.13% 19

Other funds holding BOND

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Buck Wealth Strategies
Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

Lunt Capital Management's BOND Position: Q3 2026 in Review

Lunt Capital Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.9% in Q3 2026, buying an estimated $148K and bringing the position to 57,835 shares worth $5.03M. The position accounts for 1.92% of the portfolio, ranked #16.

Lunt Capital Management first reported a position in BOND in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.18M in Q2 2026. 368 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Lunt Capital Management held 57,835 shares of PIMCO Active Bond Exchange-Traded Fund worth $5.03M as of Q3 2026.
  • Lunt Capital Management bought 1,637 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $148K.
  • PIMCO Active Bond Exchange-Traded Fund made up 1.92% of Lunt Capital Management's portfolio in Q3 2026, its #16 holding.
  • Lunt Capital Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2023 and has held it in 14 quarters since.
  • Lunt Capital Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $5.18M in Q2 2026.
  • 368 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Lunt Capital Management's 13F filing for Q3 2026, filed 30 Oct 2026.