Bond & Devick Financial Network’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Bond & Devick Financial Network’s Portfolio RAFE Stock Details RAFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$400K	Buy	8,352 +500	+6%	+$22.7K	0.1%	123
2026 Q1	$327K	Sell	7,852 -753	-9%	-$32.1K	0.09%	137
2025 Q4	$361K	Buy	8,605 +1,366	+19%	+$56.4K	0.1%	123
2025 Q3	$295K	Hold	7,239	–	–	0.09%	136
2025 Q2	$276K	Buy	7,239 +1,235	+21%	+$44.2K	0.09%	139
2025 Q1	$218K	Buy	+6,004	New	+$223K	0.08%	150

Other funds holding RAFE

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return