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

Retireful 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
2025 Q4	–	Sell	-15,746	Closed	-$1.47M	–	97
2025 Q3	$1.47M	Buy	+15,746	New	+$1.45M	1.42%	16
2025 Q2	–	Sell	-18,060	Closed	-$1.67M	–	149
2025 Q1	$1.67M	Buy	+18,060	New	+$1.65M	1.58%	15
2024 Q4	–	Sell	-29,133	Closed	-$2.76M	–	132
2024 Q3	$2.76M	Buy	+29,133	New	+$2.72M	2.04%	15
2024 Q1	–	Sell	-7,982	Closed	-$738K	–	98
2023 Q4	$738K	Sell	7,982 -45,088	-85%	-$4M	0.32%	76
2023 Q3	$4.66M	Buy	53,070 +26,869	+103%	+$2.42M	2.23%	12
2023 Q2	$2.4M	Buy	+26,201	New	+$2.42M	0.91%	24

Other funds holding BOND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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

Retireful LLC's BOND Position: Q4 2025 in Review

Retireful LLC sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2025, closing a stake of 15,746 shares — an estimated $1.47M sold.

Retireful LLC first reported a position in BOND in Q2 2023 and held it in 6 quarters. The position peaked at $4.66M in Q3 2023. 504 funds tracked by Wall St. Rank hold BOND as of Q4 2025.

Retireful LLC reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Retireful LLC sold 15,746 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2025, an estimated $1.47M.
Retireful LLC first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2023 and held it in 6 quarters.
Retireful LLC's PIMCO Active Bond Exchange-Traded Fund position peaked at $4.66M in Q3 2023.
504 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2025.

Based on Retireful LLC's 13F filing for Q4 2025, filed 15 Jan 2026.