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Plancorp LLC’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Plancorp LLC’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 		$1.72M Buy
+18,870
New +$1.74M 0.04% 147

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Plancorp LLC's BOND Position: Q2 2026 in Review

Plancorp LLC opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026: 18,870 shares worth $1.72M. The stake represents 0.04% of the portfolio and ranks #147 among its holdings.

144 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Plancorp LLC held 18,870 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.72M as of Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund was a new Plancorp LLC position in Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.04% of Plancorp LLC's portfolio in Q2 2026, its #147 holding.
  • 144 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.