XY Planning Network
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XY Planning Network’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

XY Planning Network’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 		$834K Buy
9,593
+2,704
+39% +$244K 0.09% 175
2026
Q2 		$635K Buy
6,889
+486
+8% +$44.7K 0.08% 183
2026
Q1 		$589K Buy
6,403
+1,044
+19% +$97.4K 0.09% 175
2025
Q4 		$499K Buy
+5,359
New +$501K 0.09% 173

Other funds holding BOND

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
Wealth Enhancement Advisory Services
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
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

XY Planning Network's BOND Position: Q3 2026 in Review

XY Planning Network increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 39% in Q3 2026, buying an estimated $244K and bringing the position to 9,593 shares worth $834K. The position accounts for 0.09% of the portfolio, ranked #175.

XY Planning Network first reported a position in BOND in Q4 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • XY Planning Network held 9,593 shares of PIMCO Active Bond Exchange-Traded Fund worth $834K as of Q3 2026.
  • XY Planning Network bought 2,704 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $244K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.09% of XY Planning Network's portfolio in Q3 2026, its #175 holding.
  • XY Planning Network first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.