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Secured Retirement Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Secured Retirement Advisors’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
Q2 		$5.29M Sell
57,389
-1,308
-2% -$120K 2.72% 4
2026
Q1 		$5.42M Sell
58,697
-668
-1% -$62.3K 3.07% 4
2025
Q4 		$5.53M Buy
59,365
+1,901
+3% +$178K 3.09% 5
2025
Q3 		$5.36M Sell
57,464
-2,522
-4% -$233K 3% 5
2025
Q2 		$5.53M Buy
59,986
+5,516
+10% +$502K 3.3% 4
2025
Q1 		$5.04M Buy
+54,470
New +$4.97M 3.25% 5

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Secured Retirement Advisors's BOND Position: Q2 2026 in Review

Secured Retirement Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.2% in Q2 2026, selling an estimated $120K and leaving 57,389 shares worth $5.29M. The position accounts for 2.72% of the portfolio, ranked #4.

Secured Retirement Advisors first reported a position in BOND in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.53M in Q2 2025. 129 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Secured Retirement Advisors held 57,389 shares of PIMCO Active Bond Exchange-Traded Fund worth $5.29M as of Q2 2026.
  • Secured Retirement Advisors sold 1,308 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $120K.
  • PIMCO Active Bond Exchange-Traded Fund made up 2.72% of Secured Retirement Advisors's portfolio in Q2 2026, its #4 holding.
  • Secured Retirement Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
  • Secured Retirement Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $5.53M in Q2 2025.
  • 129 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.