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

Capital 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
2025
Q2 		– Sell
-35,851
Closed -$3.32M – 80
2025
Q1 		$3.32M Buy
35,851
+2,374
+7% +$217K 0.93% 27
2024
Q4 		$3.04M Buy
+33,477
New +$3.08M 0.8% 32

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 $374B AUM 17.66% 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

Capital Planning's BOND Position: Q2 2025 in Review

Capital Planning sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2025, closing a stake of 35,851 shares — an estimated $3.32M sold.

Capital Planning first reported a position in BOND in Q4 2024 and held it in 2 quarters. The position peaked at $3.32M in Q1 2025. 467 funds tracked by Wall St. Rank hold BOND as of Q2 2025.

  • Capital Planning reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Capital Planning sold 35,851 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2025, an estimated $3.32M.
  • Capital Planning first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and held it in 2 quarters.
  • Capital Planning's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.32M in Q1 2025.
  • 467 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2025.

Based on Capital Planning's 13F filing for Q2 2025, filed 21 Jul 2025.