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 Q2	$253K	Hold	2,741	–	–	0.08%	161
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Stonebridge Financial Planning Group's BOND Position: Q2 2026 in Review

Stonebridge Financial Planning Group held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q2 2026 at 2,741 shares worth $253K. The position accounts for 0.08% of the portfolio, ranked #161.

Stonebridge Financial Planning Group first reported a position in BOND in Q2 2024 and has held it in 9 quarters since. The position peaked at $259K in Q3 2024. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Stonebridge Financial Planning Group held 2,741 shares of PIMCO Active Bond Exchange-Traded Fund worth $253K as of Q2 2026.
Stonebridge Financial Planning Group left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Active Bond Exchange-Traded Fund made up 0.08% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #161 holding.
Stonebridge Financial Planning Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
Stonebridge Financial Planning Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $259K in Q3 2024.
541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.