CFO4Life Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

CFO4Life Group’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	$907K	Sell	9,833 -166	-2%	-$15.3K	0.12%	90
2026 Q1	$923K	Sell	9,999 -9	-0.1%	-$840	0.14%	74
2025 Q4	$932K	Hold	10,008	–	–	0.13%	76
2025 Q3	$934K	Sell	10,008 -65	-0.6%	-$6K	0.14%	76
2025 Q2	$929K	Hold	10,073	–	–	0.15%	75
2025 Q1	$931K	Sell	10,073 -823	-8%	-$75.2K	0.16%	77
2024 Q4	$985K	Sell	10,896 -1,997	-15%	-$184K	0.17%	69
2024 Q3	$1.22M	Sell	12,893 -92	-0.7%	-$8.59K	0.22%	58
2024 Q2	$1.18M	Sell	12,985 -794	-6%	-$71.8K	0.22%	57
2024 Q1	$1.27M	Sell	13,779 -49,056	-78%	-$4.49M	0.23%	53
2023 Q4	$5.81M	Buy	+62,835	New	+$5.57M	1.11%	23
2023 Q1	–	Sell	-40,966	Closed	-$3.71M	–	167
2022 Q4	$3.71M	Buy	+40,966	New	+$3.69M	0.79%	27
2022 Q3	–	Sell	-67,539	Closed	-$6.43M	–	157
2022 Q2	$6.43M	Buy	+67,539	New	+$6.56M	1.6%	13

Other funds holding BOND

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 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

CFO4Life Group's BOND Position: Q2 2026 in Review

CFO4Life Group reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.7% in Q2 2026, selling an estimated $15.3K and leaving 9,833 shares worth $907K. The position accounts for 0.12% of the portfolio, ranked #90.

CFO4Life Group first reported a position in BOND in Q2 2022 and has held it in 13 quarters since. The position peaked at $6.43M in Q2 2022. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

CFO4Life Group held 9,833 shares of PIMCO Active Bond Exchange-Traded Fund worth $907K as of Q2 2026.
CFO4Life Group sold 166 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $15.3K.
PIMCO Active Bond Exchange-Traded Fund made up 0.12% of CFO4Life Group's portfolio in Q2 2026, its #90 holding.
CFO4Life Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2022 and has held it in 13 quarters since.
CFO4Life Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $6.43M in Q2 2022.
543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.