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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
Q2 		$9.48M Buy
102,805
+625
+0.6% +$57.5K 2.64% 13
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 $1.89T 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 Investment Management's BOND Position: Q2 2026 in Review

Freedom Investment Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.61% in Q2 2026, buying an estimated $57.5K and bringing the position to 102,805 shares worth $9.48M. The position accounts for 2.64% of the portfolio, ranked #13.

Freedom Investment Management first reported a position in BOND in Q2 2013 and has held it in 31 quarters since. The position peaked at $49.3M in Q2 2013. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Freedom Investment Management held 102,805 shares of PIMCO Active Bond Exchange-Traded Fund worth $9.48M as of Q2 2026.
  • Freedom Investment Management bought 625 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $57.5K.
  • PIMCO Active Bond Exchange-Traded Fund made up 2.64% of Freedom Investment Management's portfolio in Q2 2026, its #13 holding.
  • Freedom Investment Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2013 and has held it in 31 quarters since.
  • Freedom Investment Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $49.3M in Q2 2013.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.