CPG
BOND icon

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

Cornerstone Planning 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 		$40.8K Buy
450
+3
+0.7% +$276 0.01% 457
2026
Q1 		$41K Buy
447
+129
+41% +$12K 0.01% 452
2025
Q4 		$29.8K Sell
318
-7
-2% -$655 ﹤0.01% 476
2025
Q3 		$32.7K Sell
325
-226
-41% -$20.9K 0.01% 441
2025
Q2 		$50.9K Sell
551
-61
-10% -$5.55K 0.01% 238
2025
Q1 		$55.4K Sell
612
-76
-11% -$6.94K 0.01% 222
2024
Q4 		$62.6K Sell
688
-62
-8% -$5.71K 0.02% 160
2024
Q3 		$69K Sell
750
-639
-46% -$59.6K 0.02% 148
2024
Q2 		$130K Sell
1,389
-275
-17% -$24.9K 0.04% 114
2024
Q1 		$150K Sell
1,664
-3,549
-68% -$325K 0.05% 89
2023
Q4 		$482K Sell
5,213
-1,085
-17% -$96.2K 0.16% 45
2023
Q3 		$554K Buy
6,298
+379
+6% +$34.1K 0.21% 40
2023
Q2 		$542K Buy
+5,919
New +$546K 0.21% 47
2022
Q4 		$465K Buy
+4,949
New +$445K 0.19% 57

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Cornerstone Planning Group's BOND Position: Q2 2026 in Review

Cornerstone Planning Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.67% in Q2 2026, buying an estimated $276 and bringing the position to 450 shares worth $40.8K. The position accounts for 0.01% of the portfolio, ranked #457.

Cornerstone Planning Group first reported a position in BOND in Q4 2022 and has held it in 14 quarters since. The position peaked at $554K in Q3 2023. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Cornerstone Planning Group held 450 shares of PIMCO Active Bond Exchange-Traded Fund worth $40.8K as of Q2 2026.
  • Cornerstone Planning Group bought 3 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $276.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #457 holding.
  • Cornerstone Planning Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $554K in Q3 2023.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.