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

Perigon Wealth 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	$1.26M	Buy	14,470 +2,008	+16%	+$181K	0.02%	525
2026 Q2	$1.15M	Buy	12,462 +599	+5%	+$55.1K	0.02%	546
2026 Q1	$1.09M	Buy	11,863 +7,711	+186%	+$719K	0.02%	506
2025 Q4	$386K	Buy	4,152 +492	+13%	+$46K	0.01%	911
2025 Q3	$342K	Buy	3,660 +1,261	+53%	+$116K	0.01%	896
2025 Q2	$221K	Buy	+2,399	New	+$218K	0.01%	964
2022 Q1	–	Sell	-2,185	Closed	-$239K	–	609
2021 Q4	$239K	Hold	2,185	–	–	0.02%	511
2021 Q3	$242K	Hold	2,185	–	–	0.02%	465
2021 Q2	$242K	Hold	2,185	–	–	0.02%	455
2021 Q1	$239K	Sell	2,185 -965	-31%	-$107K	0.02%	430
2020 Q4	$356K	Hold	3,150	–	–	0.04%	306
2020 Q3	$354K	Sell	3,150 -24	-0.8%	-$2.7K	0.05%	275
2020 Q2	$354K	Sell	3,174 -40	-1%	-$4.38K	0.06%	240
2020 Q1	$349K	Sell	3,214 -996	-24%	-$108K	0.07%	213
2019 Q4	$456K	Hold	4,210	–	–	0.09%	152
2019 Q3	$456K	Sell	4,210 -500	-11%	-$54.1K	0.11%	131
2019 Q2	$506K	Hold	4,710	–	–	0.12%	127
2019 Q1	$496K	Buy	+4,710	New	+$489K	0.12%	127
2018 Q2	–	Sell	-1,391	Closed	-$145K	–	283
2018 Q1	$145K	Hold	1,391	–	–	0.05%	191
2017 Q4	$148K	Hold	1,391	–	–	0.06%	167
2017 Q3	$149K	Hold	1,391	–	–	0.05%	218
2017 Q2	$148K	Sell	1,391 -447	-24%	-$47.4K	0.03%	265
2017 Q1	$194K	Hold	1,838	–	–	0.04%	256
2016 Q4	$192K	Sell	1,838 -194	-10%	-$20.4K	0.04%	250
2016 Q3	$219K	Buy	2,032 +1,181	+139%	+$127K	0.06%	199
2016 Q2	$91K	Sell	851 -316	-27%	-$33.5K	0.02%	236
2016 Q1	$125K	Buy	+1,167	New	+$122K	0.04%	159
2015 Q2	–	Sell	-2,362	Closed	-$260K	–	212
2015 Q1	$260K	Buy	2,362 +20	+0.9%	+$2.19K	0.07%	193
2014 Q4	$251K	Buy	2,342 +468	+25%	+$51K	0.08%	186
2014 Q3	$203K	Buy	+1,874	New	+$204K	0.06%	198

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

Perigon Wealth Management's BOND Position: Q3 2026 in Review

Perigon Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 16% in Q3 2026, buying an estimated $181K and bringing the position to 14,470 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #525.

Perigon Wealth Management first reported a position in BOND in Q3 2014 and has held it in 30 quarters since. 169 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Perigon Wealth Management held 14,470 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.26M as of Q3 2026.
Perigon Wealth Management bought 2,008 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $181K.
PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #525 holding.
Perigon Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2014 and has held it in 30 quarters since.
169 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.