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

Fortitude Financial’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 		– Sell
-24,008
Closed -$2.22M – 29
2026
Q1 		$2.22M Buy
24,008
+551
+2% +$51.4K 1.17% 12
2025
Q4 		$2.18M Buy
+23,457
New +$2.19M 1.85% 11
2025
Q2 		– Sell
-25,876
Closed -$2.39M – 31
2025
Q1 		$2.39M Hold
25,876
– – 2.28% 10
2024
Q4 		$2.34M Buy
+25,876
New +$2.38M 1.31% 7

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
LIP
Lynch Investment Planning Newtown Square, Pennsylvania $130M AUM

Fortitude Financial's BOND Position: Q2 2026 in Review

Fortitude Financial sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026, closing a stake of 24,008 shares — an estimated $2.22M sold.

Fortitude Financial first reported a position in BOND in Q4 2024 and held it in 4 quarters. The position peaked at $2.39M in Q1 2025. 88 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Fortitude Financial reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Fortitude Financial sold 24,008 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $2.22M.
  • Fortitude Financial first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and held it in 4 quarters.
  • Fortitude Financial's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.39M in Q1 2025.
  • 88 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Fortitude Financial's 13F filing for Q2 2026, filed 9 Jul 2026.