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

Freedom Financial Partners’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 		$5.07M Buy
54,963
+4
+0% +$368 1.65% 18
2026
Q1 		$5.07M Buy
54,959
+4,382
+9% +$409K 1.81% 18
2025
Q4 		$4.71M Buy
50,577
+1,802
+4% +$169K 1.71% 18
2025
Q3 		$4.55M Buy
48,775
+2,066
+4% +$191K 1.74% 18
2025
Q2 		$4.31M Buy
46,709
+1,306
+3% +$119K 1.82% 16
2025
Q1 		$4.2M Buy
45,403
+1,517
+3% +$139K 1.96% 16
2024
Q4 		$3.97M Buy
+43,886
New +$4.04M 1.91% 16

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Freedom Financial Partners's BOND Position: Q2 2026 in Review

Freedom Financial Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.01% in Q2 2026, buying an estimated $368 and bringing the position to 54,963 shares worth $5.07M. The position accounts for 1.65% of the portfolio, ranked #18.

Freedom Financial Partners first reported a position in BOND in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.07M in Q1 2026. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Freedom Financial Partners held 54,963 shares of PIMCO Active Bond Exchange-Traded Fund worth $5.07M as of Q2 2026.
  • Freedom Financial Partners bought 4 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $368.
  • PIMCO Active Bond Exchange-Traded Fund made up 1.65% of Freedom Financial Partners's portfolio in Q2 2026, its #18 holding.
  • Freedom Financial Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
  • Freedom Financial Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $5.07M in Q1 2026.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.