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

Winthrop 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	$740K	Buy	8,507 +2,801	+49%	+$253K	0.05%	101
2026 Q2	$526K	Buy	5,706 +1,251	+28%	+$115K	0.04%	122
2026 Q1	$411K	Buy	+4,455	New	+$416K	0.03%	117
2018 Q2	–	Sell	-5,317	Closed	-$546K	–	81
2018 Q1	$546K	Sell	5,317 -278	-5%	-$29K	0.38%	36
2017 Q4	$590K	Buy	+5,595	New	+$595K	0.42%	39

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

Winthrop Advisory Group's BOND Position: Q3 2026 in Review

Winthrop Advisory Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 49% in Q3 2026, buying an estimated $253K and bringing the position to 8,507 shares worth $740K. The position accounts for 0.05% of the portfolio, ranked #101.

Winthrop Advisory Group first reported a position in BOND in Q4 2017 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Winthrop Advisory Group held 8,507 shares of PIMCO Active Bond Exchange-Traded Fund worth $740K as of Q3 2026.
Winthrop Advisory Group bought 2,801 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $253K.
PIMCO Active Bond Exchange-Traded Fund made up 0.05% of Winthrop Advisory Group's portfolio in Q3 2026, its #101 holding.
Winthrop Advisory Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and has held it in 5 quarters since.
169 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.