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

Essential Planning’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 		$3.88M Sell
42,096
-1,045
-2% -$97.5K 1.24% 20
2025
Q4 		$4.02M Sell
43,141
-297
-0.7% -$27.8K 1.28% 19
2025
Q3 		$4.05M Sell
43,438
-1,631
-4% -$150K 1.4% 18
2025
Q2 		$4.15M Sell
45,069
-1,954
-4% -$178K 1.55% 14
2025
Q1 		$4.35M Sell
47,023
-1,847,357
-98% -$169M 1.75% 13
2024
Q4 		$174M Buy
1,894,380
+1,850,717
+4,239% +$170M 1.14% 17
2024
Q3 		$4.13M Buy
43,663
+3,574
+9% +$334K 1.69% 14
2024
Q2 		$3.65M Sell
40,089
-468,458
-92% -$42.4M 1.61% 15
2024
Q1 		$47M Buy
508,547
+987
+0.2% +$90.3K 23.54% 1
2023
Q4 		$46.9M Sell
507,560
-14,524
-3% -$1.29M 23.68% 1
2023
Q3 		$46M Buy
522,084
+25,314
+5% +$2.28M 25.5% 1
2023
Q2 		$45.5M Buy
496,770
+16,280
+3% +$1.5M 25.95% 1
2023
Q1 		$44.5M Buy
480,490
+77,530
+19% +$7.17M 26.98% 1
2022
Q4 		$36.1M Buy
402,960
+390,398
+3,108% +$35.1M 27.67% 1
2022
Q3 		$1.13M Buy
+12,562
New +$1.19M 6.5% 3

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Essential Planning's BOND Position: Q1 2026 in Review

Essential Planning reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.4% in Q1 2026, selling an estimated $97.5K and leaving 42,096 shares worth $3.88M. The position accounts for 1.24% of the portfolio, ranked #20.

Essential Planning first reported a position in BOND in Q3 2022 and has held it in 15 quarters since. The position peaked at $174M in Q4 2024. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Essential Planning held 42,096 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.88M as of Q1 2026.
  • Essential Planning sold 1,045 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $97.5K.
  • PIMCO Active Bond Exchange-Traded Fund made up 1.24% of Essential Planning's portfolio in Q1 2026, its #20 holding.
  • Essential Planning first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2022 and has held it in 15 quarters since.
  • Essential Planning's PIMCO Active Bond Exchange-Traded Fund position peaked at $174M in Q4 2024.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.