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

Western 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	$3.01M	Sell	34,658 -1,681	-5%	-$152K	0.1%	213
2026 Q2	$3.35M	Buy	36,339 +693	+2%	+$63.8K	0.11%	195
2026 Q1	$3.29M	Buy	+35,646	New	+$3.33M	0.12%	178
2023 Q2	–	Sell	-2,620	Closed	-$243K	–	649
2023 Q1	$243K	Sell	2,620 -244	-9%	-$22.6K	0.02%	553
2022 Q4	$259K	Sell	2,864 -6,948	-71%	-$625K	0.03%	503
2022 Q3	$880K	Sell	9,812 -228	-2%	-$21.6K	0.05%	334
2022 Q2	$957K	Sell	10,040 -6,901	-41%	-$671K	0.05%	312
2022 Q1	$1.72M	Buy	16,941 +10,092	+147%	+$1.06M	0.08%	223
2021 Q4	$749K	Buy	+6,849	New	+$752K	0.07%	250
2021 Q2	$890K	Buy	8,020 +102	+1%	+$11.3K	0.09%	234
2021 Q1	$867K	Sell	7,918 -1,197	-13%	-$133K	0.12%	185
2020 Q4	$1.03M	Sell	9,115 -164	-2%	-$18.4K	0.15%	155
2020 Q3	$1.04M	Sell	9,279 -154	-2%	-$17.3K	0.17%	135
2020 Q2	$1.05M	Sell	9,433 -1,044	-10%	-$114K	0.19%	125
2020 Q1	$1.11M	Sell	10,477 -1,185	-10%	-$129K	0.25%	93
2019 Q4	$1.26M	Buy	11,662 +81	+0.7%	+$8.77K	0.19%	122
2019 Q3	$1.26M	Sell	11,581 -145	-1%	-$15.7K	0.26%	95
2019 Q2	$1.26M	Buy	11,726 +1,630	+16%	+$173K	0.17%	116
2019 Q1	$1.06M	Sell	10,096 -4,017	-28%	-$417K	0.24%	102
2018 Q4	$1.45M	Buy	+14,113	New	+$1.43M	0.39%	56

Other funds holding BOND

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

JP Morgan Chase New York $1.84T AUM 33.86% 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

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

Western Wealth Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 4.6% in Q3 2026, selling an estimated $152K and leaving 34,658 shares worth $3.01M. The position accounts for 0.1% of the portfolio, ranked #213.

Western Wealth Management first reported a position in BOND in Q4 2018 and has held it in 20 quarters since. The position peaked at $3.35M in Q2 2026. 425 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Western Wealth Management held 34,658 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.01M as of Q3 2026.
Western Wealth Management sold 1,681 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $152K.
PIMCO Active Bond Exchange-Traded Fund made up 0.1% of Western Wealth Management's portfolio in Q3 2026, its #213 holding.
Western Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2018 and has held it in 20 quarters since.
Western Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.35M in Q2 2026.
425 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.