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Global Retirement Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Global Retirement 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
2025
Q4 		$6.78M Buy
72,814
+5,855
+9% +$548K 0.12% 163
2025
Q3 		$6.25M Buy
66,959
+3,281
+5% +$303K 0.14% 133
2025
Q2 		$5.87M Buy
+63,678
New +$5.79M 0.15% 133
2024
Q4 		$4.15M Buy
45,935
+13,929
+44% +$1.28M 0.12% 169
2024
Q3 		$3.03M Buy
32,006
+14,908
+87% +$1.39M 0.09% 204
2024
Q2 		$1.56M Buy
17,098
+8,969
+110% +$811K 0.05% 316
2024
Q1 		$747K Buy
8,129
+2,580
+46% +$236K 0.03% 430
2023
Q4 		$509K Sell
5,549
-1,640
-23% -$145K 0.02% 496
2023
Q3 		$623K Sell
7,189
-1,142
-14% -$103K 0.03% 387
2023
Q2 		$763K Sell
8,331
-811
-9% -$74.8K 0.04% 362
2023
Q1 		$852K Sell
9,142
-46,060
-83% -$4.26M 0.05% 331
2022
Q4 		$4.99M Buy
55,202
+2,047
+4% +$184K 0.34% 59
2022
Q3 		$4.69M Buy
53,155
+3,761
+8% +$356K 0.35% 55
2022
Q2 		$4.71M Sell
49,394
-11,027
-18% -$1.07M 0.38% 51
2022
Q1 		$5.9M Buy
60,421
+6,413
+12% +$675K 0.46% 41
2021
Q4 		$5.91M Sell
54,008
-3,297
-6% -$362K 4.57% 3
2021
Q3 		$6.33M Sell
57,305
-3,460
-6% -$386K 0.63% 32
2021
Q2 		$6.74M Buy
60,765
+5,255
+9% +$580K 0.69% 28
2021
Q1 		$6.08M Sell
55,510
-2,614
-4% -$291K 0.71% 28
2020
Q4 		$6.57M Buy
58,124
+6,952
+14% +$781K 0.82% 24
2020
Q3 		$5.75M Buy
51,172
+10,054
+24% +$1.13M 0.84% 23
2020
Q2 		$4.59M Buy
41,118
+10,437
+34% +$1.14M 0.73% 30
2020
Q1 		$3.26M Buy
30,681
+879
+3% +$95.5K 0.62% 31
2019
Q4 		$3.21M Buy
29,802
+420
+1% +$45.5K 0.49% 41
2019
Q3 		$3.2M Buy
29,382
+1,291
+5% +$140K 0.53% 39
2019
Q2 		$3.02M Buy
28,091
+513
+2% +$54.3K 0.58% 33
2019
Q1 		$2.91M Buy
27,578
+2,756
+11% +$286K 0.7% 28
2018
Q4 		$2.55M Buy
24,822
+14,858
+149% +$1.51M 0.65% 35
2018
Q3 		$1.02M Buy
9,964
+40
+0.4% +$4.12K 0.23% 93
2018
Q2 		$1.02M Sell
9,924
-2,333
-19% -$240K 0.26% 79
2018
Q1 		$1.28M Buy
12,257
+1,580
+15% +$165K 0.35% 55
2017
Q4 		$1.13M Buy
10,677
+212
+2% +$22.5K 0.31% 58
2017
Q3 		$1.12M Buy
10,465
+2,290
+28% +$244K 0.46% 39
2017
Q2 		$867K Buy
8,175
+3,277
+67% +$347K 0.41% 47
2017
Q1 		$516K Buy
4,898
+1
+0% +$105 0.29% 81
2016
Q4 		$510K Buy
+4,897
New +$516K 0.34% 64

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Retirement Partners's BOND Position: Q4 2025 in Review

Global Retirement Partners increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 8.7% in Q4 2025, buying an estimated $548K and bringing the position to 72,814 shares worth $6.78M. The position accounts for 0.12% of the portfolio, ranked #163.

Global Retirement Partners first reported a position in BOND in Q4 2016 and has held it in 36 quarters since. 501 funds tracked by Wall St. Rank hold BOND as of Q4 2025.

  • Global Retirement Partners held 72,814 shares of PIMCO Active Bond Exchange-Traded Fund worth $6.78M as of Q4 2025.
  • Global Retirement Partners bought 5,855 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2025, an estimated $548K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.12% of Global Retirement Partners's portfolio in Q4 2025, its #163 holding.
  • Global Retirement Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2016 and has held it in 36 quarters since.
  • 501 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.