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Colton Groome Financial Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Colton Groome Financial Advisors’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
-2,691
Closed -$248K – 138
2025
Q1 		$248K Buy
+2,691
New +$246K 0.1% 110
2024
Q4 		– Sell
-3,440
Closed -$325K – 122
2024
Q3 		$325K Sell
3,440
-363
-10% -$33.9K 0.12% 103
2024
Q2 		$346K Sell
3,803
-3,216
-46% -$291K 0.14% 90
2024
Q1 		$645K Sell
7,019
-840
-11% -$76.9K 0.26% 56
2023
Q4 		$727K Sell
7,859
-8,934
-53% -$792K 0.32% 51
2023
Q3 		$1.48M Sell
16,793
-3,960
-19% -$356K 0.74% 34
2023
Q2 		$1.9M Sell
20,753
-5,938
-22% -$547K 0.89% 31
2023
Q1 		$2.48M Buy
+26,691
New +$2.47M 1.18% 26

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

Colton Groome Financial Advisors's BOND Position: Q2 2025 in Review

Colton Groome Financial Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2025, closing a stake of 2,691 shares — an estimated $248K sold.

Colton Groome Financial Advisors first reported a position in BOND in Q1 2023 and held it in 8 quarters. The position peaked at $2.48M in Q1 2023. 467 funds tracked by Wall St. Rank hold BOND as of Q2 2025.

  • Colton Groome Financial Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 2,691 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2025, an estimated $248K.
  • Colton Groome Financial Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2023 and held it in 8 quarters.
  • Colton Groome Financial Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.48M in Q1 2023.
  • 467 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2025.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.