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

MFA Wealth 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	$1.15M	Buy	13,232 +1,084	+9%	+$97.8K	0.68%	40
2026 Q2	$1.12M	Buy	12,148 +97	+0.8%	+$8.93K	0.67%	44
2026 Q1	$1.11M	Buy	12,051 +55	+0.5%	+$5.13K	0.74%	39
2025 Q4	$1.12M	Buy	11,996 +37	+0.3%	+$3.46K	0.75%	40
2025 Q3	$1.12M	Buy	11,959 +100	+0.8%	+$9.23K	0.77%	39
2025 Q2	$1.09M	Sell	11,859 -856	-7%	-$77.9K	0.82%	34
2025 Q1	$1.18M	Buy	12,715 +397	+3%	+$36.3K	0.97%	27
2024 Q4	$1.11M	Buy	+12,318	New	+$1.13M	0.89%	30

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

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

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

MFA Wealth Services's BOND Position: Q3 2026 in Review

MFA Wealth Services increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 8.9% in Q3 2026, buying an estimated $97.8K and bringing the position to 13,232 shares worth $1.15M. The position accounts for 0.68% of the portfolio, ranked #40.

MFA Wealth Services first reported a position in BOND in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q1 2025. 152 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

MFA Wealth Services held 13,232 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.15M as of Q3 2026.
MFA Wealth Services bought 1,084 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $97.8K.
PIMCO Active Bond Exchange-Traded Fund made up 0.68% of MFA Wealth Services's portfolio in Q3 2026, its #40 holding.
MFA Wealth Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.18M in Q1 2025.
152 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.