Traction Financial Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Traction Financial Partners’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	$4.19M	Sell	45,459 -3,168	-7%	-$296K	2.58%	11
2025 Q4	$4.53M	Buy	48,627 +3,638	+8%	+$340K	2.68%	10
2025 Q3	$4.2M	Buy	44,989 +3,623	+9%	+$334K	2.59%	11
2025 Q2	$3.81M	Buy	41,366 +1,776	+4%	+$162K	2.59%	12
2025 Q1	$3.66M	Sell	39,590 -858	-2%	-$78.3K	2.86%	12
2024 Q4	$3.66M	Buy	40,448 +3,016	+8%	+$278K	2.84%	11
2024 Q3	$3.54M	Buy	37,432 +639	+2%	+$59.6K	2.78%	11
2024 Q2	$3.43M	Buy	36,793 +498	+1%	+$45K	2.5%	12
2024 Q1	$3.27M	Buy	36,295 +7,092	+24%	+$649K	2.55%	12
2023 Q4	$2.7M	Buy	+29,203	New	+$2.59M	1.81%	14

Other funds holding BOND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Traction Financial Partners's BOND Position: Q1 2026 in Review

Traction Financial Partners reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 6.5% in Q1 2026, selling an estimated $296K and leaving 45,459 shares worth $4.19M. The position accounts for 2.58% of the portfolio, ranked #11.

Traction Financial Partners first reported a position in BOND in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.53M in Q4 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Traction Financial Partners held 45,459 shares of PIMCO Active Bond Exchange-Traded Fund worth $4.19M as of Q1 2026.
Traction Financial Partners sold 3,168 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $296K.
PIMCO Active Bond Exchange-Traded Fund made up 2.58% of Traction Financial Partners's portfolio in Q1 2026, its #11 holding.
Traction Financial Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
Traction Financial Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $4.53M in Q4 2025.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Traction Financial Partners's 13F filing for Q1 2026, filed 14 May 2026.