Tranquilli Financial Advisor’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Tranquilli Financial Advisor’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	$665K	Sell	7,209 -182	-2%	-$17K	0.39%	65
2025 Q4	$688K	Sell	7,391 -104	-1%	-$9.73K	0.4%	58
2025 Q3	$700K	Buy	7,495 +86	+1%	+$7.93K	0.41%	60
2025 Q2	$683K	Sell	7,409 -7,191	-49%	-$654K	0.42%	59
2025 Q1	$1.35M	Buy	14,600 +7,371	+102%	+$673K	0.85%	34
2024 Q4	$654K	Buy	7,229 +490	+7%	+$45.1K	0.41%	58
2024 Q3	$638K	Sell	6,739 -51	-0.8%	-$4.76K	0.4%	56
2024 Q2	$611K	Buy	6,790 +252	+4%	+$22.8K	0.41%	60
2024 Q1	$601K	Buy	6,538 +96	+1%	+$8.78K	0.4%	58
2023 Q4	$596K	Sell	6,442 -6,118	-49%	-$542K	0.42%	50
2023 Q3	$1.1M	Buy	12,560 +444	+4%	+$40K	0.8%	28
2023 Q2	$1.11M	Buy	12,116 +1,915	+19%	+$177K	0.79%	26
2023 Q1	$946K	Buy	+10,201	New	+$943K	0.71%	27

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

Tranquilli Financial Advisor's BOND Position: Q1 2026 in Review

Tranquilli Financial Advisor reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.5% in Q1 2026, selling an estimated $17K and leaving 7,209 shares worth $665K. The position accounts for 0.39% of the portfolio, ranked #65.

Tranquilli Financial Advisor first reported a position in BOND in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.35M in Q1 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Tranquilli Financial Advisor held 7,209 shares of PIMCO Active Bond Exchange-Traded Fund worth $665K as of Q1 2026.
Tranquilli Financial Advisor sold 182 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $17K.
PIMCO Active Bond Exchange-Traded Fund made up 0.39% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #65 holding.
Tranquilli Financial Advisor first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2023 and has held it in 13 quarters since.
Tranquilli Financial Advisor's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.35M in Q1 2025.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.