Pinnacle Financial Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Pinnacle Financial Group’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	$3.77M	Buy	43,338 +1,690	+4%	+$152K	0.91%	29
2026 Q2	$3.84M	Buy	41,648 +1,373	+3%	+$126K	0.94%	30
2026 Q1	$3.72M	Buy	40,275 +2,698	+7%	+$252K	1.02%	28
2025 Q4	$3.5M	Buy	37,577 +5,447	+17%	+$510K	1.02%	28
2025 Q3	$3M	Buy	32,130 +13,230	+70%	+$1.22M	0.91%	30
2025 Q2	$1.74M	Buy	18,900 +319	+2%	+$29K	0.58%	36
2025 Q1	$1.72M	Buy	18,581 +11,977	+181%	+$1.09M	0.62%	34
2024 Q4	$597K	Buy	6,604 +2,347	+55%	+$216K	0.23%	44
2024 Q3	$403K	Buy	+4,257	New	+$397K	0.16%	59

Other funds holding BOND

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pinnacle Financial Group's BOND Position: Q3 2026 in Review

Pinnacle Financial Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 4.1% in Q3 2026, buying an estimated $152K and bringing the position to 43,338 shares worth $3.77M. The position accounts for 0.91% of the portfolio, ranked #29.

Pinnacle Financial Group first reported a position in BOND in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.84M in Q2 2026. 425 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Pinnacle Financial Group held 43,338 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.77M as of Q3 2026.
Pinnacle Financial Group bought 1,690 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $152K.
PIMCO Active Bond Exchange-Traded Fund made up 0.91% of Pinnacle Financial Group's portfolio in Q3 2026, its #29 holding.
Pinnacle Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2024 and has held it in 9 quarters since.
Pinnacle Financial Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.84M in Q2 2026.
425 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Pinnacle Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.