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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

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LPL Financial
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Envestnet Asset Management
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Wells Fargo
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Osaic Holdings
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TA
Tectonic Advisors Frisco, Texas $1.89B AUM 11.79% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return