Strata Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Strata Wealth 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	$1.17M	Buy	13,483 +1,433	+12%	+$129K	0.28%	37
2026 Q2	$1.11M	Hold	12,050	–	–	0.27%	36
2026 Q1	$1.11M	Hold	12,050	–	–	0.3%	35
2025 Q4	$1.12M	Hold	12,050	–	–	0.31%	34
2025 Q3	$1.12M	Hold	12,050	–	–	0.3%	39
2025 Q2	$1.11M	Hold	12,050	–	–	0.31%	37
2025 Q1	$1.11M	Hold	12,050	–	–	0.35%	31
2024 Q4	$1.09M	Hold	12,050	–	–	0.34%	35
2024 Q3	$1.14M	Hold	12,050	–	–	0.37%	31
2024 Q2	$1.1M	Hold	12,050	–	–	0.38%	28
2024 Q1	$1.11M	Hold	12,050	–	–	0.39%	27
2023 Q4	$1.11M	Buy	+12,050	New	+$1.07M	0.44%	28

Other funds holding BOND

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Strata Wealth Advisors's BOND Position: Q3 2026 in Review

Strata Wealth Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 12% in Q3 2026, buying an estimated $129K and bringing the position to 13,483 shares worth $1.17M. The position accounts for 0.28% of the portfolio, ranked #37.

Strata Wealth Advisors first reported a position in BOND in Q4 2023 and has held it in 12 quarters since. 169 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Strata Wealth Advisors held 13,483 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.17M as of Q3 2026.
Strata Wealth Advisors bought 1,433 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $129K.
PIMCO Active Bond Exchange-Traded Fund made up 0.28% of Strata Wealth Advisors's portfolio in Q3 2026, its #37 holding.
Strata Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 12 quarters since.
169 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.