Action Point Financial Planning’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Action Point Financial Planning’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 Q2	$90.5K	Buy	+981	New	+$90.3K	0.01%	627

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Action Point Financial Planning's BOND Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026: 981 shares worth $90.5K. The stake represents 0.01% of the portfolio and ranks #627 among its holdings.

540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Action Point Financial Planning held 981 shares of PIMCO Active Bond Exchange-Traded Fund worth $90.5K as of Q2 2026.
PIMCO Active Bond Exchange-Traded Fund was a new Action Point Financial Planning position in Q2 2026.
PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #627 holding.
540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.