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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
Q1 		$3.97K Hold
43
– – ﹤0.01% 2039
2025
Q4 		$4K Buy
+43
New +$4.02K ﹤0.01% 1831

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AWM
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OIA
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Osaic Holdings
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's BOND Position: Q1 2026 in Review

Root Financial Partners held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q1 2026 at 43 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

Root Financial Partners first reported a position in BOND in Q4 2025 and has held it in 2 quarters since. The position peaked at $4K in Q4 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Root Financial Partners held 43 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.97K as of Q1 2026.
  • Root Financial Partners left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q1 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2039 holding.
  • Root Financial Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $4K in Q4 2025.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.