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Wealth Alliance Advisory Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Wealth Alliance Advisory 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 		$8.78M Buy
100,890
+1,099
+1% +$99.1K 1.23% 18
2026
Q2 		$9.2M Buy
99,791
+17,873
+22% +$1.65M 1.33% 17
2026
Q1 		$7.56M Buy
+81,918
New +$7.64M 1.2% 19

Other funds holding BOND

HWM
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

Wealth Alliance Advisory Group's BOND Position: Q3 2026 in Review

Wealth Alliance Advisory Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.1% in Q3 2026, buying an estimated $99.1K and bringing the position to 100,890 shares worth $8.78M. The position accounts for 1.23% of the portfolio, ranked #18.

Wealth Alliance Advisory Group first reported a position in BOND in Q1 2026 and has held it in 3 quarters since. The position peaked at $9.2M in Q2 2026. 65 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Wealth Alliance Advisory Group held 100,890 shares of PIMCO Active Bond Exchange-Traded Fund worth $8.78M as of Q3 2026.
  • Wealth Alliance Advisory Group bought 1,099 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $99.1K.
  • PIMCO Active Bond Exchange-Traded Fund made up 1.23% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #18 holding.
  • Wealth Alliance Advisory Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2026 and has held it in 3 quarters since.
  • Wealth Alliance Advisory Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $9.2M in Q2 2026.
  • 65 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.