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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Freedom Financial Partners's BOND Position: Q1 2026 in Review

Freedom Financial Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 8.7% in Q1 2026, buying an estimated $409K and bringing the position to 54,959 shares worth $5.07M. The position accounts for 1.81% of the portfolio, ranked #18.

Freedom Financial Partners first reported a position in BOND in Q4 2024 and has held it in 6 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Freedom Financial Partners held 54,959 shares of PIMCO Active Bond Exchange-Traded Fund worth $5.07M as of Q1 2026.
Freedom Financial Partners bought 4,382 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $409K.
PIMCO Active Bond Exchange-Traded Fund made up 1.81% of Freedom Financial Partners's portfolio in Q1 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 6 quarters since.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.