Root Financial Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Root Financial Partners’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 Q3	$3.74K	Buy	+43	New	+$3.88K	﹤0.01%	2338
2026 Q2	–	Sell	-43	Closed	-$3.97K	–	787
2026 Q1	$3.97K	Hold	43	–	–	﹤0.01%	2039
2025 Q4	$4K	Buy	+43	New	+$4.02K	﹤0.01%	1831

Other funds holding BOND

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Root Financial Partners's BOND Position: Q3 2026 in Review

Root Financial Partners opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2026: 43 shares worth $3.74K. The stake represents ﹤0.01% of the portfolio and ranks #2338 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BOND as recently as Q1 2026.

Root Financial Partners first reported a position in BOND in Q4 2025 and has held it in 3 quarters since. The position peaked at $4K in Q4 2025. 307 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Root Financial Partners held 43 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.74K as of Q3 2026.
PIMCO Active Bond Exchange-Traded Fund was a new Root Financial Partners position in Q3 2026.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2338 holding.
Root Financial Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
Root Financial Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $4K in Q4 2025.
307 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.