Mark Sheptoff Financial Planning’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Mark Sheptoff Financial Planning’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	$34.8K	Buy	379 +2	+0.5%	+$187	0.02%	212
2025 Q4	$35.1K	Buy	377 +2	+0.5%	+$187	0.02%	223
2025 Q3	$35K	Buy	375 +1	+0.3%	+$92	0.02%	220
2025 Q2	$34.4K	Buy	374 +105	+39%	+$9.55K	0.02%	215
2025 Q1	$24.9K	Buy	269 +2	+0.7%	+$183	0.01%	226
2024 Q4	$24.1K	Buy	267 +3	+1%	+$276	0.01%	243
2024 Q3	$25K	Sell	264 -176	-40%	-$16.4K	0.01%	229
2024 Q2	$40.1K	Buy	440 +110	+33%	+$9.95K	0.02%	194
2024 Q1	$30.3K	Buy	+330	New	+$30.2K	0.02%	207
2015 Q3	–	Sell	-200	Closed	-$21K	–	403
2015 Q2	$21K	Hold	200	–	–	0.02%	218
2015 Q1	$22K	Hold	200	–	–	0.02%	209
2014 Q4	$21K	Hold	200	–	–	0.02%	211
2014 Q3	$22K	Hold	200	–	–	0.02%	216
2014 Q2	$22K	Hold	200	–	–	0.02%	219
2014 Q1	$21K	Buy	+200	New	+$21.2K	0.02%	229

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

Mark Sheptoff Financial Planning's BOND Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.53% in Q1 2026, buying an estimated $187 and bringing the position to 379 shares worth $34.8K. The position accounts for 0.02% of the portfolio, ranked #212.

Mark Sheptoff Financial Planning first reported a position in BOND in Q1 2014 and has held it in 15 quarters since. The position peaked at $40.1K in Q2 2024. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Mark Sheptoff Financial Planning held 379 shares of PIMCO Active Bond Exchange-Traded Fund worth $34.8K as of Q1 2026.
Mark Sheptoff Financial Planning bought 2 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $187.
PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #212 holding.
Mark Sheptoff Financial Planning first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2014 and has held it in 15 quarters since.
Mark Sheptoff Financial Planning's PIMCO Active Bond Exchange-Traded Fund position peaked at $40.1K in Q2 2024.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.