NRI
BOND icon

NFP Retirement Inc’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

NFP Retirement Inc’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 		$366K Sell
3,971
-616
-13% -$57.5K 0.02% 231
2025
Q4 		$427K Sell
4,587
-1,113
-20% -$104K 0.03% 212
2025
Q3 		$532K Buy
5,700
+33
+0.6% +$3.04K 0.03% 190
2025
Q2 		$522K Sell
5,667
-908
-14% -$82.6K 0.03% 197
2025
Q1 		$608K Sell
6,575
-955
-13% -$87.2K 0.05% 158
2024
Q4 		$681K Sell
7,530
-19,420
-72% -$1.79M 0.05% 154
2024
Q3 		$2.55M Buy
26,950
+2,975
+12% +$278K 0.21% 71
2024
Q2 		$2.18M Buy
23,975
+7,786
+48% +$704K 0.18% 76
2024
Q1 		$1.49M Buy
16,189
+4,870
+43% +$446K 0.13% 97
2023
Q4 		$1.05M Buy
11,319
+8,351
+281% +$740K 0.18% 93
2023
Q3 		$261K Sell
2,968
-476
-14% -$42.9K 0.05% 195
2023
Q2 		$316K Buy
3,444
+208
+6% +$19.2K 0.06% 178
2023
Q1 		$300K Buy
3,236
+15
+0.5% +$1.39K 0.06% 193
2022
Q4 		$291K Buy
3,221
+17
+0.5% +$1.53K 0.06% 189
2022
Q3 		$287K Buy
3,204
+81
+3% +$7.67K 0.07% 187
2022
Q2 		$297K Sell
3,123
-81
-3% -$7.87K 0.08% 185
2022
Q1 		$326K Sell
3,204
-122
-4% -$12.8K 0.08% 172
2021
Q4 		$364K Sell
3,326
-318
-9% -$34.9K 0.13% 103
2021
Q3 		$403K Buy
3,644
+510
+16% +$56.9K 0.16% 92
2021
Q2 		$348K Buy
3,134
+74
+2% +$8.16K 0.13% 101
2021
Q1 		$335K Buy
3,060
+178
+6% +$19.8K 0.15% 96
2020
Q4 		$326K Buy
2,882
+238
+9% +$26.7K 0.2% 89
2020
Q3 		$297K Sell
2,644
-15
-0.6% -$1.69K 0.2% 82
2020
Q2 		$297K Buy
2,659
+394
+17% +$43.2K 0.22% 74
2020
Q1 		$240K Sell
2,265
-601
-21% -$65.3K 0.24% 66
2019
Q4 		$310K Buy
+2,866
New +$310K 0.29% 62

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

NFP Retirement Inc's BOND Position: Q1 2026 in Review

NFP Retirement Inc reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 13% in Q1 2026, selling an estimated $57.5K and leaving 3,971 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #231.

NFP Retirement Inc first reported a position in BOND in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.55M in Q3 2024. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • NFP Retirement Inc held 3,971 shares of PIMCO Active Bond Exchange-Traded Fund worth $366K as of Q1 2026.
  • NFP Retirement Inc sold 616 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $57.5K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.02% of NFP Retirement Inc's portfolio in Q1 2026, its #231 holding.
  • NFP Retirement Inc first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 26 quarters since.
  • NFP Retirement Inc's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.55M in Q3 2024.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.