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Steel Grove Capital Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Steel Grove Capital 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
Q3 		$1.07M Sell
12,330
-40
-0.3% -$3.61K 0.1% 109
2026
Q2 		$1.14M Hold
12,370
– – 0.11% 103
2026
Q1 		$1.14M Hold
12,370
– – 0.12% 100
2025
Q4 		$1.15M Buy
+12,370
New +$1.16M 0.12% 84

Other funds holding BOND

HWM
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Steel Grove Capital Advisors's BOND Position: Q3 2026 in Review

Steel Grove Capital Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.32% in Q3 2026, selling an estimated $3.61K and leaving 12,330 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #109.

Steel Grove Capital Advisors first reported a position in BOND in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q4 2025. 93 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Steel Grove Capital Advisors held 12,330 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.07M as of Q3 2026.
  • Steel Grove Capital Advisors sold 40 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $3.61K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.1% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #109 holding.
  • Steel Grove Capital Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 4 quarters since.
  • Steel Grove Capital Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.15M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.