Mullooly Asset Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Mullooly Asset 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	$16.6M	Buy	191,343 +24,000	+14%	+$2.16M	5.14%	9
2026 Q2	$15.4M	Buy	167,343 +15,072	+10%	+$1.39M	4.75%	9
2026 Q1	$14.1M	Buy	152,271 +3,135	+2%	+$293K	5.19%	9
2025 Q4	$13.9M	Buy	149,136 +13,909	+10%	+$1.3M	5.08%	9
2025 Q3	$12.6M	Buy	135,227 +8,601	+7%	+$794K	4.84%	10
2025 Q2	$11.7M	Buy	126,626 +5,901	+5%	+$537K	4.9%	9
2025 Q1	$11.2M	Buy	+120,725	New	+$11M	5.07%	9

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

Mullooly Asset Management's BOND Position: Q3 2026 in Review

Mullooly Asset Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 14% in Q3 2026, buying an estimated $2.16M and bringing the position to 191,343 shares worth $16.6M. The position accounts for 5.14% of the portfolio, ranked #9.

Mullooly Asset Management first reported a position in BOND in Q1 2025 and has held it in 7 quarters since. 331 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Mullooly Asset Management held 191,343 shares of PIMCO Active Bond Exchange-Traded Fund worth $16.6M as of Q3 2026.
Mullooly Asset Management bought 24,000 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $2.16M.
PIMCO Active Bond Exchange-Traded Fund made up 5.14% of Mullooly Asset Management's portfolio in Q3 2026, its #9 holding.
Mullooly Asset Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2025 and has held it in 7 quarters since.
331 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

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