Almanack Investment Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Almanack Investment Partners’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
2025 Q4	–	Sell	-2,670	Closed	-$249K	–	176
2025 Q3	$249K	Buy	2,670 +290	+12%	+$26.8K	0.04%	170
2025 Q2	$219K	Buy	+2,380	New	+$217K	0.03%	193
2021 Q2	–	Sell	-8,071	Closed	-$883K	–	454
2021 Q1	$883K	Sell	8,071 -10,049	-55%	-$1.12M	0.09%	149
2020 Q4	$2.05M	Sell	18,120 -101	-0.6%	-$11.3K	0.23%	62
2020 Q3	$2.04M	Buy	18,221 +7,397	+68%	+$832K	0.25%	59
2020 Q2	$1.21M	Buy	+10,824	New	+$1.19M	0.22%	56
2017 Q4	–	Sell	-5,183	Closed	-$553K	–	183
2017 Q3	$553K	Buy	+5,183	New	+$553K	0.27%	46

Other funds holding BOND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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

Almanack Investment Partners's BOND Position: Q4 2025 in Review

Almanack Investment Partners sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2025, closing a stake of 2,670 shares — an estimated $249K sold.

Almanack Investment Partners first reported a position in BOND in Q3 2017 and held it in 7 quarters. The position peaked at $2.05M in Q4 2020. 505 funds tracked by Wall St. Rank hold BOND as of Q4 2025.

Almanack Investment Partners reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Almanack Investment Partners sold 2,670 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2025, an estimated $249K.
Almanack Investment Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2017 and held it in 7 quarters.
Almanack Investment Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.05M in Q4 2020.
505 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2025.

Based on Almanack Investment Partners's 13F filing for Q4 2025, filed 29 Jan 2026.