Retirement Planning Group (Kansas)’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Retirement Planning Group (Kansas)’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	$5.5M	Buy	59,552 +41,516	+230%	+$3.87M	0.17%	59
2025 Q4	$1.68M	Sell	18,036 -617	-3%	-$57.7K	0.06%	139
2025 Q3	$1.74M	Sell	18,653 -13,036	-41%	-$1.2M	0.06%	126
2025 Q2	$2.92M	Sell	31,689 -3,604	-10%	-$328K	0.12%	66
2025 Q1	$3.26M	Sell	35,293 -16,662	-32%	-$1.52M	0.15%	55
2024 Q4	$4.7M	Sell	51,955 -1,221	-2%	-$112K	0.24%	40
2024 Q3	$5.03M	Sell	53,176 -6,443	-11%	-$601K	0.27%	46
2024 Q2	$5.43M	Buy	59,619 +54,225	+1,005%	+$4.9M	0.35%	35
2024 Q1	$495K	Hold	5,394	–	–	0.04%	142
2023 Q4	$499K	Buy	+5,394	New	+$478K	0.04%	113
2023 Q3	–	Sell	-7,123	Closed	-$653K	–	159
2023 Q2	$653K	Buy	+7,123	New	+$657K	0.07%	84

Other funds holding BOND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Planning Group (Kansas)'s BOND Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 230% in Q1 2026, buying an estimated $3.87M and bringing the position to 59,552 shares worth $5.5M. The position accounts for 0.17% of the portfolio, ranked #59.

Retirement Planning Group (Kansas) first reported a position in BOND in Q2 2023 and has held it in 11 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Retirement Planning Group (Kansas) held 59,552 shares of PIMCO Active Bond Exchange-Traded Fund worth $5.5M as of Q1 2026.
Retirement Planning Group (Kansas) bought 41,516 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $3.87M.
PIMCO Active Bond Exchange-Traded Fund made up 0.17% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #59 holding.
Retirement Planning Group (Kansas) first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2023 and has held it in 11 quarters since.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.