USAdvisors Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

USAdvisors Wealth 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	$7.77M	Buy	89,289 +3,971	+5%	+$358K	2.21%	13
2026 Q2	$7.87M	Buy	85,318 +4,194	+5%	+$386K	2.26%	10
2026 Q1	$7.47M	Buy	81,124 +3,820	+5%	+$356K	2.48%	9
2025 Q4	$7.2M	Buy	77,304 +8,703	+13%	+$814K	2.37%	10
2025 Q3	$6.4M	Buy	68,601 +6,063	+10%	+$559K	2.21%	11
2025 Q2	$5.76M	Buy	62,538 +10,322	+20%	+$939K	2.14%	12
2025 Q1	$4.83M	Buy	52,216 +25,623	+96%	+$2.34M	1.68%	16
2024 Q4	$2.4M	Buy	26,593 +4,997	+23%	+$460K	0.78%	32
2024 Q3	$2.05M	Buy	21,596 +1,689	+8%	+$158K	0.72%	39
2024 Q2	$1.81M	Buy	19,907 +348	+2%	+$31.5K	0.64%	45
2024 Q1	$1.8M	Buy	19,559 +1,251	+7%	+$114K	0.68%	45
2023 Q4	$1.69M	Buy	+18,308	New	+$1.62M	0.7%	41

Other funds holding BOND

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

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

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

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

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

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

USAdvisors Wealth Management's BOND Position: Q3 2026 in Review

USAdvisors Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 4.7% in Q3 2026, buying an estimated $358K and bringing the position to 89,289 shares worth $7.77M. The position accounts for 2.21% of the portfolio, ranked #13.

USAdvisors Wealth Management first reported a position in BOND in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.87M in Q2 2026. 337 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

USAdvisors Wealth Management held 89,289 shares of PIMCO Active Bond Exchange-Traded Fund worth $7.77M as of Q3 2026.
USAdvisors Wealth Management bought 3,971 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $358K.
PIMCO Active Bond Exchange-Traded Fund made up 2.21% of USAdvisors Wealth Management's portfolio in Q3 2026, its #13 holding.
USAdvisors Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 12 quarters since.
USAdvisors Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $7.87M in Q2 2026.
337 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.