United Advisor Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

United Advisor Group’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	$429K	Buy	4,935 +112	+2%	+$10.1K	0.04%	376
2026 Q2	$445K	Buy	4,823 +121	+3%	+$11.1K	0.05%	344
2026 Q1	$434K	Buy	4,702 +434	+10%	+$40.5K	0.05%	321
2025 Q4	$397K	Buy	4,268 +434	+11%	+$40.6K	0.05%	319
2025 Q3	$358K	Buy	3,834 +57	+2%	+$5.26K	0.05%	325
2025 Q2	$348K	Sell	3,777 -157	-4%	-$14.3K	0.06%	291
2025 Q1	$364K	Buy	3,934 +276	+8%	+$25.2K	0.07%	244
2024 Q4	$331K	Sell	3,658 -53	-1%	-$4.88K	0.07%	277
2024 Q3	$351K	Buy	3,711 +217	+6%	+$20.3K	0.08%	251
2024 Q2	$318K	Sell	3,494 -397	-10%	-$35.9K	0.1%	190
2024 Q1	$357K	Buy	+3,891	New	+$356K	0.13%	143

Other funds holding BOND

LPL Financial San Diego, California $468B AUM 17.69% 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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

United Advisor Group's BOND Position: Q3 2026 in Review

United Advisor Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.3% in Q3 2026, buying an estimated $10.1K and bringing the position to 4,935 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #376.

United Advisor Group first reported a position in BOND in Q1 2024 and has held it in 11 quarters since. The position peaked at $445K in Q2 2026. 371 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

United Advisor Group held 4,935 shares of PIMCO Active Bond Exchange-Traded Fund worth $429K as of Q3 2026.
United Advisor Group bought 112 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $10.1K.
PIMCO Active Bond Exchange-Traded Fund made up 0.04% of United Advisor Group's portfolio in Q3 2026, its #376 holding.
United Advisor Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $445K in Q2 2026.
371 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.