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Freedom Investment Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Freedom Investment Management’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 		$9.43M Buy
102,180
+13,704
+15% +$1.28M 2.8% 12
2025
Q4 		$8.24M Sell
88,476
-14,074
-14% -$1.32M 2.39% 12
2025
Q3 		$9.57M Sell
102,550
-69,381
-40% -$6.4M 2.53% 12
2025
Q2 		$15.8M Sell
171,931
-13,547
-7% -$1.23M 1.26% 12
2025
Q1 		$17.2M Sell
185,478
-2,445
-1% -$223K 1.44% 13
2024
Q4 		$17M Sell
187,923
-8,945
-5% -$823K 1.41% 12
2024
Q3 		$18.6M Buy
196,868
+980
+0.5% +$91.5K 1.48% 12
2024
Q2 		$17.8M Sell
195,888
-1,575
-0.8% -$142K 1.46% 10
2024
Q1 		$18.1M Sell
197,463
-11,519
-6% -$1.05M 1.45% 10
2023
Q4 		$19.3M Buy
+208,982
New +$18.5M 1.57% 10
2020
Q4 		– Sell
-11,776
Closed -$1.32M – 617
2020
Q3 		$1.32M Sell
11,776
-1,469
-11% -$165K 0.14% 142
2020
Q2 		$1.48M Buy
+13,245
New +$1.45M 0.16% 125
2017
Q4 		– Sell
-236,289
Closed -$25.2M – 1135
2017
Q3 		$25.2M Sell
236,289
-14,689
-6% -$1.57M 1.38% 9
2017
Q2 		$26.6M Sell
250,978
-14,003
-5% -$1.48M 1.52% 9
2017
Q1 		$27.9M Sell
264,981
-46,248
-15% -$4.84M 1.62% 8
2016
Q4 		$32.4M Sell
311,229
-128,984
-29% -$13.6M 2.03% 8
2016
Q3 		$47.5M Buy
440,213
+5,546
+1% +$596K 3.04% 4
2016
Q2 		$46.7M Buy
434,667
+36,084
+9% +$3.83M 3.18% 6
2016
Q1 		$42M Buy
398,583
+103,560
+35% +$10.8M 3.04% 5
2015
Q4 		$30.7M Buy
295,023
+271,418
+1,150% +$28.7M 2.33% 8
2015
Q3 		$344K Sell
23,605
-96,975
-80% -$10.4M 0.04% 429
2015
Q2 		$12.9M Buy
120,580
+34,735
+40% +$3.76M 1.32% 6
2015
Q1 		$9.45M Buy
85,845
+15,783
+23% +$1.73M 1.04% 11
2014
Q4 		$7.51M Buy
70,062
+18,308
+35% +$2M 0.98% 10
2014
Q3 		$5.62M Buy
51,754
+1,214
+2% +$132K 0.99% 13
2014
Q2 		$5.51M Sell
50,540
-37,990
-43% -$4.1M 0.93% 12
2014
Q1 		$9.44M Sell
88,530
-9,012
-9% -$957K 2.02% 8
2013
Q4 		$10.2M Sell
97,542
-223,770
-70% -$23.7M 2.54% 4
2013
Q3 		$34M Sell
321,312
-146,147
-31% -$15.4M 9.7% 1
2013
Q2 		$49.3M Buy
+467,459
New +$51M 16.77% 1

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Freedom Investment Management's BOND Position: Q1 2026 in Review

Freedom Investment Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 15% in Q1 2026, buying an estimated $1.28M and bringing the position to 102,180 shares worth $9.43M. The position accounts for 2.8% of the portfolio, ranked #12.

Freedom Investment Management first reported a position in BOND in Q2 2013 and has held it in 30 quarters since. The position peaked at $49.3M in Q2 2013. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Freedom Investment Management held 102,180 shares of PIMCO Active Bond Exchange-Traded Fund worth $9.43M as of Q1 2026.
  • Freedom Investment Management bought 13,704 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $1.28M.
  • PIMCO Active Bond Exchange-Traded Fund made up 2.8% of Freedom Investment Management's portfolio in Q1 2026, its #12 holding.
  • Freedom Investment Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and has held it in 30 quarters since.
  • Freedom Investment Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $49.3M in Q2 2013.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.