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 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 $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFO4Life Group's BOND Position: Q1 2026 in Review

CFO4Life Group reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.09% in Q1 2026, selling an estimated $840 and leaving 9,999 shares worth $923K. The position accounts for 0.14% of the portfolio, ranked #74.

CFO4Life Group first reported a position in BOND in Q2 2022 and has held it in 12 quarters since. The position peaked at $6.43M in Q2 2022. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

CFO4Life Group held 9,999 shares of PIMCO Active Bond Exchange-Traded Fund worth $923K as of Q1 2026.
CFO4Life Group sold 9 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $840.
PIMCO Active Bond Exchange-Traded Fund made up 0.14% of CFO4Life Group's portfolio in Q1 2026, its #74 holding.
CFO4Life Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2022 and has held it in 12 quarters since.
CFO4Life Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $6.43M in Q2 2022.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.