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Stonebridge Financial Planning Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Stonebridge Financial Planning Group’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 		$253K Hold
2,741
– – 0.09% 157
2025
Q4 		$255K Hold
2,741
– – 0.09% 155
2025
Q3 		$256K Hold
2,741
– – 0.1% 155
2025
Q2 		$253K Hold
2,741
– – 0.11% 150
2025
Q1 		$253K Hold
2,741
– – 0.12% 147
2024
Q4 		$248K Hold
2,741
– – 0.11% 144
2024
Q3 		$259K Hold
2,741
– – 0.12% 137
2024
Q2 		$250K Buy
+2,741
New +$248K 0.13% 143

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return