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

Financial Gravity Companies’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
2025
Q2 		$15.9K Buy
+173
New +$15.7K ﹤0.01% 490
2024
Q4 		$19.1K Hold
211
– – ﹤0.01% 453
2024
Q3 		$20K Buy
+211
New +$19.7K 0.01% 272

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Gravity Companies's BOND Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2025: 173 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #490 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BOND as recently as Q4 2024.

Financial Gravity Companies first reported a position in BOND in Q3 2024 and has held it in 3 quarters since. The position peaked at $20K in Q3 2024. 467 funds tracked by Wall St. Rank hold BOND as of Q2 2025.

  • Financial Gravity Companies held 173 shares of PIMCO Active Bond Exchange-Traded Fund worth $15.9K as of Q2 2025.
  • PIMCO Active Bond Exchange-Traded Fund was a new Financial Gravity Companies position in Q2 2025.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #490 holding.
  • Financial Gravity Companies first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's PIMCO Active Bond Exchange-Traded Fund position peaked at $20K in Q3 2024.
  • 467 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.