Triumph Capital Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Triumph Capital Management’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	$441K	Sell	5,069 -591	-10%	-$53.3K	0.08%	239
2026 Q2	$522K	Buy	5,660 +645	+13%	+$59.4K	0.09%	210
2026 Q1	$463K	Buy	5,015 +3,070	+158%	+$286K	0.09%	198
2025 Q4	$181K	Buy	+1,945	New	+$182K	0.04%	320

Other funds holding BOND

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Triumph Capital Management's BOND Position: Q3 2026 in Review

Triumph Capital Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 10% in Q3 2026, selling an estimated $53.3K and leaving 5,069 shares worth $441K. The position accounts for 0.08% of the portfolio, ranked #239.

Triumph Capital Management first reported a position in BOND in Q4 2025 and has held it in 4 quarters since. The position peaked at $522K in Q2 2026. 483 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Triumph Capital Management held 5,069 shares of PIMCO Active Bond Exchange-Traded Fund worth $441K as of Q3 2026.
Triumph Capital Management sold 591 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $53.3K.
PIMCO Active Bond Exchange-Traded Fund made up 0.08% of Triumph Capital Management's portfolio in Q3 2026, its #239 holding.
Triumph Capital Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 4 quarters since.
Triumph Capital Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $522K in Q2 2026.
483 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.