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

Financial Gravity Asset 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 Q1	$11.4K	Hold	124	–	–	﹤0.01%	550
2025 Q4	$11.5K	Sell	124 -45	-27%	-$4.21K	﹤0.01%	457
2025 Q3	$15.8K	Buy	+169	New	+$15.6K	﹤0.01%	474
2025 Q1	$19.5K	Buy	+211	New	+$19.3K	﹤0.01%	481
2024 Q2	$165K	Sell	1,810 -1,682	-48%	-$152K	0.04%	139
2024 Q1	$323K	Hold	3,492	–	–	0.09%	98
2023 Q4	$323K	Buy	+3,492	New	+$310K	0.09%	97

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Gravity Asset Management's BOND Position: Q1 2026 in Review

Financial Gravity Asset Management held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q1 2026 at 124 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Financial Gravity Asset Management first reported a position in BOND in Q4 2023 and has held it in 7 quarters since. The position peaked at $323K in Q1 2024. 526 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Financial Gravity Asset Management held 124 shares of PIMCO Active Bond Exchange-Traded Fund worth $11.4K as of Q1 2026.
Financial Gravity Asset Management left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #550 holding.
Financial Gravity Asset Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $323K in Q1 2024.
526 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.