TFF
BOND icon

The Family Firm’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

The Family Firm’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
2025
Q2 		$2.28M Sell
24,740
-970
-4% -$88.2K 0.55% 46
2025
Q1 		$2.38M Sell
25,710
-5
-0% -$457 0.53% 41
2024
Q4 		$2.33M Sell
25,715
-547
-2% -$50.4K 0.52% 42
2024
Q3 		$2.48M Buy
26,262
+855
+3% +$79.8K 0.54% 39
2024
Q2 		$2.31M Buy
25,407
+303
+1% +$27.4K 0.52% 38
2024
Q1 		$2.31M Buy
25,104
+1,269
+5% +$116K 0.56% 39
2023
Q4 		$2.2M Buy
23,835
+120
+0.5% +$10.6K 0.57% 40
2023
Q3 		$2.08M Buy
23,715
+1,385
+6% +$125K 0.59% 38
2023
Q2 		$2.05M Buy
22,330
+320
+1% +$29.5K 0.54% 42
2023
Q1 		$2.04M Buy
22,010
+401
+2% +$37.1K 0.57% 37
2022
Q4 		$1.96M Buy
21,609
+4,288
+25% +$386K 0.57% 39
2022
Q3 		$1.55M Sell
17,321
-538
-3% -$50.9K 0.5% 42
2022
Q2 		$1.7M Buy
17,859
+1,963
+12% +$191K 0.5% 42
2022
Q1 		$1.62M Buy
15,896
+595
+4% +$62.6K 0.42% 49
2021
Q4 		$1.67M Buy
15,301
+3,289
+27% +$361K 0.43% 46
2021
Q3 		$1.32M Buy
12,012
+3,126
+35% +$349K 0.35% 59
2021
Q2 		$986K Buy
8,886
+1,726
+24% +$190K 0.27% 68
2021
Q1 		$784K Buy
7,160
+1,463
+26% +$163K 0.23% 71
2020
Q4 		$640K Buy
5,697
+2,099
+58% +$236K 0.19% 80
2020
Q3 		$404K Buy
+3,598
New +$405K 0.14% 97

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

The Family Firm's BOND Position: Q2 2025 in Review

The Family Firm reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.8% in Q2 2025, selling an estimated $88.2K and leaving 24,740 shares worth $2.28M. The position accounts for 0.55% of the portfolio, ranked #46.

The Family Firm first reported a position in BOND in Q3 2020 and has held it in 20 quarters since. The position peaked at $2.48M in Q3 2024. 467 funds tracked by Wall St. Rank hold BOND as of Q2 2025.

  • The Family Firm held 24,740 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.28M as of Q2 2025.
  • The Family Firm sold 970 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2025, an estimated $88.2K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.55% of The Family Firm's portfolio in Q2 2025, its #46 holding.
  • The Family Firm first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2020 and has held it in 20 quarters since.
  • The Family Firm's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.48M in Q3 2024.
  • 467 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.