McAdam LLC
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McAdam LLC’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

McAdam LLC’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 		$6.75M Buy
77,541
+74,701
+2,630% +$6.74M 0.25% 43
2026
Q2 		$262K Buy
+2,840
New +$261K 0.01% 412
2018
Q4 		– Sell
-25
Closed -$3K – 125
2018
Q3 		$3K Hold
25
– – ﹤0.01% 461
2018
Q2 		$3K Hold
25
– – ﹤0.01% 445
2018
Q1 		$3K Buy
+25
New +$2.61K ﹤0.01% 455

Other funds holding BOND

Tectonic Advisors
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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

McAdam LLC's BOND Position: Q3 2026 in Review

McAdam LLC increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2,630% in Q3 2026, buying an estimated $6.74M and bringing the position to 77,541 shares worth $6.75M. The position accounts for 0.25% of the portfolio, ranked #43.

McAdam LLC first reported a position in BOND in Q1 2018 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • McAdam LLC held 77,541 shares of PIMCO Active Bond Exchange-Traded Fund worth $6.75M as of Q3 2026.
  • McAdam LLC bought 74,701 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $6.74M.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.25% of McAdam LLC's portfolio in Q3 2026, its #43 holding.
  • McAdam LLC first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2018 and has held it in 5 quarters since.
  • 169 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.