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 Q3	$9.49M	Buy	109,118 +1,235	+1%	+$111K	3.87%	9
2026 Q2	$9.9M	Buy	107,883 +1,299	+1%	+$120K	3.93%	9
2026 Q1	$9.8M	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

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

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

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

SimpliFi Inc's BOND Position: Q3 2026 in Review

SimpliFi Inc increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.1% in Q3 2026, buying an estimated $111K and bringing the position to 109,118 shares worth $9.49M. The position accounts for 3.87% of the portfolio, ranked #9.

SimpliFi Inc first reported a position in BOND in Q1 2025 and has held it in 7 quarters since. The position peaked at $19.9M in Q3 2025. 368 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

SimpliFi Inc held 109,118 shares of PIMCO Active Bond Exchange-Traded Fund worth $9.49M as of Q3 2026.
SimpliFi Inc bought 1,235 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $111K.
PIMCO Active Bond Exchange-Traded Fund made up 3.87% of SimpliFi Inc's portfolio in Q3 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 7 quarters since.
SimpliFi Inc's PIMCO Active Bond Exchange-Traded Fund position peaked at $19.9M in Q3 2025.
368 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on SimpliFi Inc's 13F filing for Q3 2026, filed 28 Oct 2026.