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

Other funds holding BOND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Foundations Investment Advisors's BOND Position: Q4 2025 in Review

Foundations Investment Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2025, closing a stake of 2,429 shares — an estimated $227K sold.

Foundations Investment Advisors first reported a position in BOND in Q3 2023 and held it in 4 quarters. The position peaked at $6.02M in Q1 2024. 505 funds tracked by Wall St. Rank hold BOND as of Q4 2025.

Foundations Investment Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Foundations Investment Advisors sold 2,429 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2025, an estimated $227K.
Foundations Investment Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2023 and held it in 4 quarters.
Foundations Investment Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $6.02M in Q1 2024.
505 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.