SYM Financial Corp
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SYM Financial Corp’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

SYM Financial Corp’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 		$40.2K Sell
462
-277
-37% -$25K ﹤0.01% 478
2026
Q2 		$68.1K Buy
739
+277
+60% +$25.5K 0.01% 428
2026
Q1 		$42.6K Hold
462
– – ﹤0.01% 366
2025
Q4 		$43K Sell
462
-46
-9% -$4.3K ﹤0.01% 365
2025
Q3 		$47.4K Hold
508
– – 0.01% 364
2025
Q2 		$46.8K Buy
508
+1
+0.2% +$91 0.01% 364
2025
Q1 		$46.9K Buy
507
+25
+5% +$2.28K 0.01% 312
2024
Q4 		$43.6K Buy
482
+1
+0.2% +$92 0.01% 283
2024
Q3 		$45.6K Buy
481
+462
+2,432% +$43.1K 0.01% 225
2024
Q2 		$1.75K Hold
19
– – ﹤0.01% 259
2024
Q1 		$1.74K Buy
+19
New +$1.74K ﹤0.01% 165

Other funds holding BOND

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Buck Wealth Strategies
Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Christian Investment Advisors
Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

SYM Financial Corp's BOND Position: Q3 2026 in Review

SYM Financial Corp reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 37% in Q3 2026, selling an estimated $25K and leaving 462 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

SYM Financial Corp first reported a position in BOND in Q1 2024 and has held it in 11 quarters since. The position peaked at $68.1K in Q2 2026. 322 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • SYM Financial Corp held 462 shares of PIMCO Active Bond Exchange-Traded Fund worth $40.2K as of Q3 2026.
  • SYM Financial Corp sold 277 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $25K.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of SYM Financial Corp's portfolio in Q3 2026, its #478 holding.
  • SYM Financial Corp first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2024 and has held it in 11 quarters since.
  • SYM Financial Corp's PIMCO Active Bond Exchange-Traded Fund position peaked at $68.1K in Q2 2026.
  • 322 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.