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SimpliFi Inc’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

SimpliFi Inc’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 		$9.95M Buy
107,883
+1,299
+1% +$120K 3.93% 9
2026
Q1 		$9.84M Buy
106,584
+1,272
+1% +$119K 4.13% 9
2025
Q4 		$9.8M Sell
105,312
-108,047
-51% -$10.1M 4.15% 9
2025
Q3 		$19.9M Buy
213,359
+4,438
+2% +$410K 8.52% 5
2025
Q2 		$19.3M Buy
208,921
+3,889
+2% +$354K 8.49% 4
2025
Q1 		$19M Buy
+205,032
New +$18.7M 8.7% 5

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

SimpliFi Inc's BOND Position: Q2 2026 in Review

SimpliFi Inc increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.2% in Q2 2026, buying an estimated $120K and bringing the position to 107,883 shares worth $9.95M. The position accounts for 3.93% of the portfolio, ranked #9.

SimpliFi Inc first reported a position in BOND in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.9M in Q3 2025. 241 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • SimpliFi Inc held 107,883 shares of PIMCO Active Bond Exchange-Traded Fund worth $9.95M as of Q2 2026.
  • SimpliFi Inc bought 1,299 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $120K.
  • PIMCO Active Bond Exchange-Traded Fund made up 3.93% of SimpliFi Inc's portfolio in Q2 2026, its #9 holding.
  • SimpliFi Inc first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
  • SimpliFi Inc's PIMCO Active Bond Exchange-Traded Fund position peaked at $19.9M in Q3 2025.
  • 241 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.