Clear Creek Financial Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Clear Creek Financial Management’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	$1.53M	Buy	16,623 +6,161	+59%	+$567K	0.1%	211
2026 Q1	$965K	Sell	10,462 -3,373	-24%	-$315K	0.07%	260
2025 Q4	$1.29M	Buy	13,835 +743	+6%	+$69.5K	0.11%	195
2025 Q3	$1.22M	Buy	13,092 +3,040	+30%	+$281K	0.11%	201
2025 Q2	$927K	Buy	10,052 +3,255	+48%	+$296K	0.09%	227
2025 Q1	$629K	Buy	6,797 +1,286	+23%	+$117K	0.07%	272
2024 Q4	$498K	Buy	5,511 +155	+3%	+$14.3K	0.05%	293
2024 Q3	$507K	Hold	5,356	–	–	0.06%	267
2024 Q2	$488K	Buy	5,356 +2,144	+67%	+$194K	0.06%	259
2024 Q1	$295K	Sell	3,212 -105	-3%	-$9.61K	0.04%	330
2023 Q4	$307K	Buy	+3,317	New	+$294K	0.05%	263
2021 Q1	–	Sell	-3,687	Closed	-$417K	–	73
2020 Q4	$417K	Buy	+3,687	New	+$414K	0.08%	199
2020 Q3	–	Sell	-28,902	Closed	-$3.23M	–	105
2020 Q2	$3.23M	Buy	28,902 +12,819	+80%	+$1.4M	0.84%	31
2020 Q1	$1.75M	Buy	16,083 +12,093	+303%	+$1.31M	0.67%	30
2019 Q4	$433K	Buy	3,990 +1,181	+42%	+$128K	0.17%	75
2019 Q3	$303K	Sell	2,809 -2,534	-47%	-$274K	0.15%	82
2019 Q2	$574K	Buy	+5,343	New	+$566K	0.25%	59

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 22.9% 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

Clear Creek Financial Management's BOND Position: Q2 2026 in Review

Clear Creek Financial Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 59% in Q2 2026, buying an estimated $567K and bringing the position to 16,623 shares worth $1.53M. The position accounts for 0.1% of the portfolio, ranked #211.

Clear Creek Financial Management first reported a position in BOND in Q2 2019 and has held it in 17 quarters since. The position peaked at $3.23M in Q2 2020. 546 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Clear Creek Financial Management held 16,623 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.53M as of Q2 2026.
Clear Creek Financial Management bought 6,161 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $567K.
PIMCO Active Bond Exchange-Traded Fund made up 0.1% of Clear Creek Financial Management's portfolio in Q2 2026, its #211 holding.
Clear Creek Financial Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2019 and has held it in 17 quarters since.
Clear Creek Financial Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.23M in Q2 2020.
546 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.