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 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 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

Cornerstone Planning Group's BOND Position: Q1 2026 in Review

Cornerstone Planning Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 41% in Q1 2026, buying an estimated $12K and bringing the position to 447 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #452.

Cornerstone Planning Group first reported a position in BOND in Q4 2022 and has held it in 13 quarters since. The position peaked at $554K in Q3 2023. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Cornerstone Planning Group held 447 shares of PIMCO Active Bond Exchange-Traded Fund worth $41K as of Q1 2026.
Cornerstone Planning Group bought 129 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $12K.
PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #452 holding.
Cornerstone Planning Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $554K in Q3 2023.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.