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Southland Equity Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Southland Equity Partners’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 		$24.9M Sell
270,271
-2,755
-1% -$254K 4.36% 4
2026
Q1 		$25.2M Sell
273,026
-2,258
-0.8% -$211K 4.91% 4
2025
Q4 		$25.6M Buy
275,284
+10,636
+4% +$995K 5.06% 3
2025
Q3 		$24.7M Sell
264,648
-1,888
-0.7% -$174K 5% 3
2025
Q2 		$24.6M Buy
266,536
+9,953
+4% +$906K 5.39% 3
2025
Q1 		$23.7M Sell
256,583
-49
-0% -$4.47K 5.52% 3
2024
Q4 		$23.2M Sell
256,632
-852
-0.3% -$78.4K 5.4% 3
2024
Q3 		$24.4M Buy
257,484
+9,260
+4% +$864K 5.93% 3
2024
Q2 		$22.6M Buy
248,224
+1,254
+0.5% +$113K 6.46% 3
2024
Q1 		$22.7M Buy
246,970
+32,041
+15% +$2.93M 6.37% 2
2023
Q4 		$19.9M Buy
214,929
+10,201
+5% +$904K 6.21% 3
2023
Q3 		$18M Buy
204,728
+5,344
+3% +$481K 6.19% 3
2023
Q2 		$18.3M Buy
199,384
+182,477
+1,079% +$16.8M 6.16% 3
2023
Q1 		$1.57M Buy
16,907
+10,428
+161% +$964K 0.62% 34
2022
Q4 		$586K Sell
6,479
-795
-11% -$71.5K 0.23% 65
2022
Q3 		$653K Sell
7,274
-1,625
-18% -$154K 0.32% 58
2022
Q2 		$848K Sell
8,899
-3,618
-29% -$352K 0.39% 48
2022
Q1 		$1.27M Sell
12,517
-3,727
-23% -$392K 0.53% 39
2021
Q4 		$1.78M Sell
16,244
-8,353
-34% -$917K 0.73% 26
2021
Q3 		$2.72M Sell
24,597
-4,201
-15% -$468K 1.25% 17
2021
Q2 		$3.2M Sell
28,798
-8,594
-23% -$948K 1.51% 15
2021
Q1 		$4.09M Sell
37,392
-3,332
-8% -$371K 2.32% 10
2020
Q4 		$4.61M Buy
+40,724
New +$4.57M 3.11% 9

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

Southland Equity Partners's BOND Position: Q2 2026 in Review

Southland Equity Partners reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1% in Q2 2026, selling an estimated $254K and leaving 270,271 shares worth $24.9M. The position accounts for 4.36% of the portfolio, ranked #4.

Southland Equity Partners first reported a position in BOND in Q4 2020 and has held it in 23 quarters since. The position peaked at $25.6M in Q4 2025. 118 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Southland Equity Partners held 270,271 shares of PIMCO Active Bond Exchange-Traded Fund worth $24.9M as of Q2 2026.
  • Southland Equity Partners sold 2,755 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $254K.
  • PIMCO Active Bond Exchange-Traded Fund made up 4.36% of Southland Equity Partners's portfolio in Q2 2026, its #4 holding.
  • Southland Equity Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and has held it in 23 quarters since.
  • Southland Equity Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $25.6M in Q4 2025.
  • 118 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.