RFP
BOND icon

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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Root Financial Partners's BOND Position: Q2 2026 in Review

Root Financial Partners sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026, closing a stake of 43 shares — an estimated $3.97K sold.

Root Financial Partners first reported a position in BOND in Q4 2025 and held it in 2 quarters. The position peaked at $4K in Q4 2025. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Root Financial Partners reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 43 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $3.97K.
  • Root Financial Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $4K in Q4 2025.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.