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

Financial Planning Hawaii’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
Q2 		$347K Buy
3,765
+1,000
+36% +$92.1K 0.19% 94
2026
Q1 		$255K Buy
2,765
+497
+22% +$46.4K 0.15% 114
2025
Q4 		$211K Buy
+2,268
New +$212K 0.12% 126

Other funds holding BOND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Financial Planning Hawaii's BOND Position: Q2 2026 in Review

Financial Planning Hawaii increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 36% in Q2 2026, buying an estimated $92.1K and bringing the position to 3,765 shares worth $347K. The position accounts for 0.19% of the portfolio, ranked #94.

Financial Planning Hawaii first reported a position in BOND in Q4 2025 and has held it in 3 quarters since. 336 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Financial Planning Hawaii held 3,765 shares of PIMCO Active Bond Exchange-Traded Fund worth $347K as of Q2 2026.
  • Financial Planning Hawaii bought 1,000 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $92.1K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.19% of Financial Planning Hawaii's portfolio in Q2 2026, its #94 holding.
  • Financial Planning Hawaii first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 336 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.