Waterfront Wealth
BOND icon

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

Waterfront Wealth’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 		$1.58M Buy
18,009
+803
+5% +$72.4K 0.25% 120
2026
Q2 		$1.57M Buy
17,206
+1,072
+7% +$98.7K 0.24% 120
2026
Q1 		$1.49M Buy
16,134
+3,077
+24% +$287K 0.27% 114
2025
Q4 		$1.22M Buy
13,057
+432
+3% +$40.4K 0.23% 128
2025
Q3 		$1.19M Buy
12,625
+1,027
+9% +$94.8K 0.24% 123
2025
Q2 		$1.07M Buy
11,598
+519
+5% +$47.2K 0.24% 126
2025
Q1 		$1.02M Sell
11,079
-2,137
-16% -$195K 0.25% 126
2024
Q4 		$1.19M Buy
13,216
+435
+3% +$40K 0.29% 102
2024
Q3 		$1.17M Sell
12,781
-3,967
-24% -$370K 0.29% 102
2024
Q2 		$1.53M Buy
16,748
+2,294
+16% +$207K 0.41% 69
2024
Q1 		$1.29M Buy
14,454
+2,119
+17% +$194K 0.36% 81
2023
Q4 		$1.14M Sell
12,335
-837
-6% -$74.2K 0.34% 87
2023
Q3 		$1.13M Buy
13,172
+3,648
+38% +$328K 0.37% 78
2023
Q2 		$870K Buy
9,524
+1,972
+26% +$182K 0.26% 120
2023
Q1 		$701K Sell
7,552
-151
-2% -$14K 0.23% 132
2022
Q4 		$722K Sell
7,703
-29
-0.4% -$2.61K 0.25% 125
2022
Q3 		$685K Sell
7,732
-1,571
-17% -$149K 0.26% 116
2022
Q2 		$886K Sell
9,303
-122
-1% -$11.9K 0.36% 80
2022
Q1 		$941K Sell
9,425
-1,576
-14% -$166K 0.33% 79
2021
Q4 		$1.2M Buy
11,001
+1,039
+10% +$114K 0.48% 59
2021
Q3 		$1.1M Sell
9,962
-696
-7% -$77.6K 0.53% 52
2021
Q2 		$1.18M Buy
10,658
+2,424
+29% +$267K 0.56% 49
2021
Q1 		$902K Buy
+8,234
New +$917K 0.45% 59

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

Waterfront Wealth's BOND Position: Q3 2026 in Review

Waterfront Wealth increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 4.7% in Q3 2026, buying an estimated $72.4K and bringing the position to 18,009 shares worth $1.58M. The position accounts for 0.25% of the portfolio, ranked #120.

Waterfront Wealth first reported a position in BOND in Q1 2021 and has held it in 23 quarters since. 322 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Waterfront Wealth held 18,009 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.58M as of Q3 2026.
  • Waterfront Wealth bought 803 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $72.4K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.25% of Waterfront Wealth's portfolio in Q3 2026, its #120 holding.
  • Waterfront Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2021 and has held it in 23 quarters since.
  • 322 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.