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

Beacon 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 		$770K Sell
8,349
-4,177
-33% -$385K 0.26% 44
2026
Q1 		$1.16M Buy
12,526
+167
+1% +$15.6K 0.45% 34
2025
Q4 		$1.15M Sell
12,359
-756
-6% -$70.7K 0.55% 31
2025
Q3 		$1.22M Sell
13,115
-49
-0.4% -$4.52K 0.63% 28
2025
Q2 		$1.21M Sell
13,164
-224
-2% -$20.4K 0.68% 26
2025
Q1 		$1.24M Sell
13,388
-2,030
-13% -$185K 0.71% 25
2024
Q4 		$1.39M Sell
15,418
-6,971
-31% -$642K 0.81% 18
2024
Q3 		$2.12M Sell
22,389
-1,513
-6% -$141K 1.31% 16
2024
Q2 		$2.18M Sell
23,902
-818
-3% -$74K 1.48% 12
2024
Q1 		$2.27M Sell
24,720
-631
-2% -$57.7K 1.59% 12
2023
Q4 		$2.34M Sell
25,351
-295
-1% -$26.1K 1.84% 10
2023
Q3 		$2.25M Sell
25,646
-894
-3% -$80.5K 1.95% 10
2023
Q2 		$2.43M Buy
26,540
+59
+0.2% +$5.44K 2.06% 10
2023
Q1 		$2.46M Sell
26,481
-80
-0.3% -$7.39K 2.3% 10
2022
Q4 		$2.4M Buy
+26,561
New +$2.39M 2.49% 9

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Beacon Financial Planning's BOND Position: Q2 2026 in Review

Beacon Financial Planning reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 33% in Q2 2026, selling an estimated $385K and leaving 8,349 shares worth $770K. The position accounts for 0.26% of the portfolio, ranked #44.

Beacon Financial Planning first reported a position in BOND in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.46M in Q1 2023. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Beacon Financial Planning held 8,349 shares of PIMCO Active Bond Exchange-Traded Fund worth $770K as of Q2 2026.
  • Beacon Financial Planning sold 4,177 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $385K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.26% of Beacon Financial Planning's portfolio in Q2 2026, its #44 holding.
  • Beacon Financial Planning first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
  • Beacon Financial Planning's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.46M in Q1 2023.
  • 541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.