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Sherrill & Hutchins Financial Advisory’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Sherrill & Hutchins Financial Advisory’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 		$525K Buy
5,695
+71
+1% +$6.54K 0.25% 12
2026
Q1 		$519K Buy
+5,624
New +$525K 0.31% 11

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 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

Sherrill & Hutchins Financial Advisory's BOND Position: Q2 2026 in Review

Sherrill & Hutchins Financial Advisory increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.3% in Q2 2026, buying an estimated $6.54K and bringing the position to 5,695 shares worth $525K. The position accounts for 0.25% of the portfolio, ranked #12.

Sherrill & Hutchins Financial Advisory first reported a position in BOND in Q1 2026 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Sherrill & Hutchins Financial Advisory held 5,695 shares of PIMCO Active Bond Exchange-Traded Fund worth $525K as of Q2 2026.
  • Sherrill & Hutchins Financial Advisory bought 71 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $6.54K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.25% of Sherrill & Hutchins Financial Advisory's portfolio in Q2 2026, its #12 holding.
  • Sherrill & Hutchins Financial Advisory first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Sherrill & Hutchins Financial Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.