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Foundations Investment Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Foundations Investment Advisors’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
Q4 		– Sell
-2,429
Closed -$227K – 1117
2025
Q3 		$227K Buy
+2,429
New +$224K ﹤0.01% 955
2024
Q2 		– Sell
-65,536
Closed -$6.02M – 759
2024
Q1 		$6.02M Buy
65,536
+59,918
+1,067% +$5.48M 0.16% 118
2023
Q4 		$521K Buy
5,618
+3,332
+146% +$295K 0.01% 429
2023
Q3 		$201K Buy
+2,286
New +$206K 0.01% 615

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LPL Financial
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Wells Fargo
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Osaic Holdings
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TA
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OIA
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AWM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return