Creative Financial Designs’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Creative Financial Designs’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	$382K	Sell	4,144 -3,085	-43%	-$288K	0.02%	388
2025 Q4	$673K	Buy	7,229 +85	+1%	+$7.95K	0.04%	289
2025 Q3	$667K	Sell	7,144 -324	-4%	-$29.9K	0.04%	288
2025 Q2	$688K	Buy	7,468 +391	+6%	+$35.6K	0.05%	272
2025 Q1	$654K	Sell	7,077 -251	-3%	-$22.9K	0.05%	250
2024 Q4	$663K	Buy	7,328 +109	+2%	+$10K	0.05%	250
2024 Q3	$683K	Sell	7,219 -143	-2%	-$13.3K	0.06%	243
2024 Q2	$671K	Sell	7,362 -207	-3%	-$18.7K	0.06%	232
2024 Q1	$695K	Buy	7,569 +151	+2%	+$13.8K	0.07%	211
2023 Q4	$686K	Buy	7,418 +5,533	+294%	+$490K	0.07%	199
2023 Q3	$166K	Sell	1,885 -45	-2%	-$4.05K	0.02%	375
2023 Q2	$177K	Buy	1,930 +40	+2%	+$3.69K	0.02%	362
2023 Q1	$175K	Hold	1,890	–	–	0.02%	351
2022 Q4	$171K	Buy	1,890 +1,001	+113%	+$90.1K	0.03%	341
2022 Q3	$80K	Buy	889 +8	+0.9%	+$757	0.01%	477
2022 Q2	$84K	Sell	881 -149	-14%	-$14.5K	0.01%	460
2022 Q1	$105K	Buy	1,030 +6	+0.6%	+$632	0.02%	425
2021 Q4	$112K	Buy	1,024 +160	+19%	+$17.6K	0.02%	423
2021 Q3	$95K	Buy	864 +6	+0.7%	+$669	0.02%	447
2021 Q2	$95K	Buy	858 +5	+0.6%	+$552	0.02%	450
2021 Q1	$93K	Buy	853 +6	+0.7%	+$668	0.02%	428
2020 Q4	$96K	Buy	847 +385	+83%	+$43.2K	0.02%	386
2020 Q3	$52K	Buy	462 +3	+0.7%	+$337	0.01%	454
2020 Q2	$51K	Buy	459 +3	+0.7%	+$329	0.02%	414
2020 Q1	$48K	Buy	456 +4	+0.9%	+$435	0.02%	226
2019 Q4	$49K	Hold	452	–	–	0.02%	251
2019 Q3	$49K	Hold	452	–	–	0.03%	236
2019 Q2	$49K	Hold	452	–	–	0.03%	228
2019 Q1	$48K	Hold	452	–	–	0.03%	224
2018 Q4	$46K	Hold	452	–	–	0.03%	202
2018 Q3	$46K	Hold	452	–	–	0.03%	237
2018 Q2	$47K	Hold	452	–	–	0.03%	244
2018 Q1	$47K	Buy	452 +152	+51%	+$15.9K	0.03%	229
2017 Q4	$32K	Hold	300	–	–	0.02%	256
2017 Q3	$32K	Sell	300 -19	-6%	-$2.03K	0.02%	278
2017 Q2	$34K	Hold	319	–	–	0.02%	267
2017 Q1	$34K	Buy	319 +19	+6%	+$1.99K	0.02%	264
2016 Q4	$31K	Buy	+300	New	+$31.6K	0.03%	270

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

Creative Financial Designs's BOND Position: Q1 2026 in Review

Creative Financial Designs reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 43% in Q1 2026, selling an estimated $288K and leaving 4,144 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #388.

Creative Financial Designs first reported a position in BOND in Q4 2016 and has held it in 38 quarters since. The position peaked at $695K in Q1 2024. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Creative Financial Designs held 4,144 shares of PIMCO Active Bond Exchange-Traded Fund worth $382K as of Q1 2026.
Creative Financial Designs sold 3,085 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $288K.
PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Creative Financial Designs's portfolio in Q1 2026, its #388 holding.
Creative Financial Designs first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2016 and has held it in 38 quarters since.
Creative Financial Designs's PIMCO Active Bond Exchange-Traded Fund position peaked at $695K in Q1 2024.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.