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Axim Planning & Wealth’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Axim Planning & Wealth’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
Q2 		– Sell
-2,975
Closed -$275K – 73
2025
Q1 		$275K Buy
2,975
+650
+28% +$59.4K 0.24% 23
2024
Q4 		$210K Sell
2,325
-1,400
-38% -$129K 0.22% 35
2024
Q3 		$352K Hold
3,725
– – 0.4% 13
2024
Q2 		$339K Buy
+3,725
New +$337K 0.41% 11

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axim Planning & Wealth's BOND Position: Q2 2025 in Review

Axim Planning & Wealth sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2025, closing a stake of 2,975 shares — an estimated $275K sold.

Axim Planning & Wealth first reported a position in BOND in Q2 2024 and held it in 4 quarters. The position peaked at $352K in Q3 2024. 467 funds tracked by Wall St. Rank hold BOND as of Q2 2025.

  • Axim Planning & Wealth reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Axim Planning & Wealth sold 2,975 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2025, an estimated $275K.
  • Axim Planning & Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2024 and held it in 4 quarters.
  • Axim Planning & Wealth's PIMCO Active Bond Exchange-Traded Fund position peaked at $352K in Q3 2024.
  • 467 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2025.

Based on Axim Planning & Wealth's 13F filing for Q2 2025, filed 6 Aug 2025.