Morris Financial Concepts’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Morris Financial Concepts’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	$12.1K	Sell	131 -7	-5%	-$644	﹤0.01%	180
2026 Q1	$12.7K	Buy	138 +7	+5%	+$653	﹤0.01%	176
2025 Q4	$12.1K	Sell	131 -14	-10%	-$1.31K	﹤0.01%	172
2025 Q3	$13.6K	Sell	145 -6	-4%	-$554	﹤0.01%	176
2025 Q2	$13.9K	Hold	151	–	–	0.01%	173
2025 Q1	$13.9K	Buy	+151	New	+$13.8K	0.01%	169

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Morris Financial Concepts's BOND Position: Q2 2026 in Review

Morris Financial Concepts reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 5.1% in Q2 2026, selling an estimated $644 and leaving 131 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

Morris Financial Concepts first reported a position in BOND in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.9K in Q1 2025. 545 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Morris Financial Concepts held 131 shares of PIMCO Active Bond Exchange-Traded Fund worth $12.1K as of Q2 2026.
Morris Financial Concepts sold 7 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $644.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #180 holding.
Morris Financial Concepts first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
Morris Financial Concepts's PIMCO Active Bond Exchange-Traded Fund position peaked at $13.9K in Q1 2025.
545 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.