Williams & Novak’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Williams & Novak’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	$646K	Sell	7,421 -3,395	-31%	-$306K	0.38%	60
2026 Q2	$997K	Buy	10,816 +1,273	+13%	+$117K	0.66%	46
2026 Q1	$878K	Buy	9,543 +2,665	+39%	+$249K	0.66%	43
2025 Q4	$640K	Buy	6,878 +2,382	+53%	+$223K	0.48%	56
2025 Q3	$420K	Sell	4,496 -730	-14%	-$67.4K	0.32%	69
2025 Q2	$482K	Sell	5,226 -770	-13%	-$70.1K	0.41%	67
2025 Q1	$554K	Buy	5,996 +290	+5%	+$26.5K	0.54%	48
2024 Q4	$516K	Sell	5,706 -8,562	-60%	-$788K	0.5%	55
2024 Q3	$1.35M	Sell	14,268 -22,897	-62%	-$2.14M	1.26%	26
2024 Q2	$3.38M	Buy	37,165 +9,687	+35%	+$876K	3.15%	5
2024 Q1	$2.54M	Hold	27,478	–	–	2.89%	7
2023 Q4	$2.54M	Buy	+27,478	New	+$2.44M	2.89%	7

Other funds holding BOND

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

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

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Williams & Novak's BOND Position: Q3 2026 in Review

Williams & Novak reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 31% in Q3 2026, selling an estimated $306K and leaving 7,421 shares worth $646K. The position accounts for 0.38% of the portfolio, ranked #60.

Williams & Novak first reported a position in BOND in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.38M in Q2 2024. 169 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Williams & Novak held 7,421 shares of PIMCO Active Bond Exchange-Traded Fund worth $646K as of Q3 2026.
Williams & Novak sold 3,395 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $306K.
PIMCO Active Bond Exchange-Traded Fund made up 0.38% of Williams & Novak's portfolio in Q3 2026, its #60 holding.
Williams & Novak first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 12 quarters since.
Williams & Novak's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.38M in Q2 2024.
169 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.