Security Financial Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Security Financial 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 Q2	$7.46M	Buy	80,918 +52	+0.1%	+$4.79K	1.04%	30
2026 Q1	$7.46M	Buy	80,866 +2,488	+3%	+$232K	1.18%	28
2025 Q4	$7.3M	Buy	78,378 +15,020	+24%	+$1.41M	1.15%	30
2025 Q3	$5.91M	Buy	63,358 +5,244	+9%	+$484K	0.96%	34
2025 Q2	$5.36M	Buy	58,114 +1,305	+2%	+$119K	0.95%	35
2025 Q1	$5.25M	Buy	56,809 +14,688	+35%	+$1.34M	1.04%	30
2024 Q4	$3.81M	Buy	42,121 +12,122	+40%	+$1.12M	0.78%	30
2024 Q3	$2.84M	Buy	29,999 +8,284	+38%	+$773K	0.58%	36
2024 Q2	$1.98M	Buy	+21,715	New	+$1.96M	0.43%	45

Other funds holding BOND

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return