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

Maia Wealth’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	$3.03M	Buy	34,880 +2,510	+8%	+$226K	0.42%	66
2026 Q2	$2.98M	Buy	32,370 +2,929	+10%	+$270K	0.44%	66
2026 Q1	$2.72M	Buy	29,441 +1,068	+4%	+$100K	0.46%	62
2025 Q4	$2.67M	Buy	28,373 +1,994	+8%	+$187K	0.46%	59
2025 Q3	$2.47M	Buy	26,379 +8,368	+46%	+$772K	0.42%	65
2025 Q2	$1.66M	Buy	18,011 +3,297	+22%	+$300K	0.32%	84
2025 Q1	$1.33M	Buy	14,714 +2,454	+20%	+$224K	0.3%	86
2024 Q4	$1.12M	Buy	12,260 +4,705	+62%	+$433K	0.24%	95
2024 Q3	$697K	Buy	+7,555	New	+$705K	0.17%	120

Other funds holding BOND

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 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

Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Maia Wealth's BOND Position: Q3 2026 in Review

Maia Wealth increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 7.8% in Q3 2026, buying an estimated $226K and bringing the position to 34,880 shares worth $3.03M. The position accounts for 0.42% of the portfolio, ranked #66.

Maia Wealth first reported a position in BOND in Q3 2024 and has held it in 9 quarters since. 322 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Maia Wealth held 34,880 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.03M as of Q3 2026.
Maia Wealth bought 2,510 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $226K.
PIMCO Active Bond Exchange-Traded Fund made up 0.42% of Maia Wealth's portfolio in Q3 2026, its #66 holding.
Maia Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2024 and has held it in 9 quarters since.
322 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.