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

Compass 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	$499K	Buy	+5,437	New	+$501K	0.06%	275

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Compass Financial Management's BOND Position: Q2 2026 in Review

Compass Financial Management opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026: 5,437 shares worth $499K. The stake represents 0.06% of the portfolio and ranks #275 among its holdings.

519 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Compass Financial Management held 5,437 shares of PIMCO Active Bond Exchange-Traded Fund worth $499K as of Q2 2026.
PIMCO Active Bond Exchange-Traded Fund was a new Compass Financial Management position in Q2 2026.
PIMCO Active Bond Exchange-Traded Fund made up 0.06% of Compass Financial Management's portfolio in Q2 2026, its #275 holding.
519 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.