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Treasure Coast Financial Planning’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Treasure Coast Financial Planning’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 		$7.22M Buy
78,311
+1,184
+2% +$109K 3.52% 10
2026
Q1 		$7.12M Sell
77,127
-15,217
-16% -$1.42M 3.66% 10
2025
Q4 		$8.6M Buy
92,344
+3,524
+4% +$330K 4.57% 8
2025
Q3 		$8.29M Buy
88,820
+2,119
+2% +$196K 4.62% 8
2025
Q2 		$7.99M Buy
86,701
+1,855
+2% +$169K 4.66% 8
2025
Q1 		$7.85M Buy
84,846
+2,001
+2% +$183K 4.86% 7
2024
Q4 		$7.49M Sell
82,845
-11,460
-12% -$1.05M 4.93% 6
2024
Q3 		$8.92M Buy
94,305
+5,474
+6% +$511K 5.51% 6
2024
Q2 		$8.09M Buy
88,831
+4,776
+6% +$432K 5.34% 6
2024
Q1 		$7.72M Buy
84,055
+12,103
+17% +$1.11M 5.05% 6
2023
Q4 		$6.65M Sell
71,952
-76,264
-51% -$6.76M 4.64% 7
2023
Q3 		$13M Sell
148,216
-5,180
-3% -$466K 9.04% 3
2023
Q2 		$14.1M Buy
153,396
+2,501
+2% +$231K 9.5% 3
2023
Q1 		$14M Buy
150,895
+36,416
+32% +$3.37M 9.78% 3
2022
Q4 		$10.4M Sell
114,479
-7,779
-6% -$700K 7.73% 5
2022
Q3 		$11M Buy
122,258
+14,814
+14% +$1.4M 8.8% 5
2022
Q2 		$10.2M Buy
107,444
+37,087
+53% +$3.6M 7.93% 5
2022
Q1 		$7.16M Sell
70,357
-4,578
-6% -$482K 5.49% 7
2021
Q4 		$8.2M Buy
+74,935
New +$8.23M 6.34% 7

Other funds holding BOND

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Treasure Coast Financial Planning's BOND Position: Q2 2026 in Review

Treasure Coast Financial Planning increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.5% in Q2 2026, buying an estimated $109K and bringing the position to 78,311 shares worth $7.22M. The position accounts for 3.52% of the portfolio, ranked #10.

Treasure Coast Financial Planning first reported a position in BOND in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.1M in Q2 2023. 242 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Treasure Coast Financial Planning held 78,311 shares of PIMCO Active Bond Exchange-Traded Fund worth $7.22M as of Q2 2026.
  • Treasure Coast Financial Planning bought 1,184 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $109K.
  • PIMCO Active Bond Exchange-Traded Fund made up 3.52% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #10 holding.
  • Treasure Coast Financial Planning first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and has held it in 19 quarters since.
  • Treasure Coast Financial Planning's PIMCO Active Bond Exchange-Traded Fund position peaked at $14.1M in Q2 2023.
  • 242 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.