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WealthPlan Investment Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

WealthPlan Investment Management’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
Q4 		– Sell
-2,301
Closed -$215K – 380
2025
Q3 		$215K Sell
2,301
-3,375
-59% -$311K 0.01% 319
2025
Q2 		$523K Buy
5,676
+2,284
+67% +$208K 0.04% 234
2025
Q1 		$314K Sell
3,392
-17
-0.5% -$1.55K 0.03% 216
2024
Q4 		$308K Sell
3,409
-61
-2% -$5.62K 0.03% 215
2024
Q3 		$328K Buy
3,470
+1,000
+40% +$93.3K 0.03% 195
2024
Q2 		$225K Buy
2,470
+22
+0.9% +$1.99K 0.03% 174
2024
Q1 		$225K Sell
2,448
-653
-21% -$59.7K 0.03% 172
2023
Q4 		$287K Sell
3,101
-2,227
-42% -$197K 0.05% 156
2023
Q3 		$468K Buy
5,328
+2,550
+92% +$230K 0.08% 115
2023
Q2 		$255K Sell
2,778
-3,965
-59% -$366K 0.08% 122
2023
Q1 		$625K Sell
6,743
-4,107
-38% -$380K 0.11% 108
2022
Q4 		$1.01M Buy
10,850
+526
+5% +$47.3K 0.07% 176
2022
Q3 		$957K Buy
+10,324
New +$977K 0.07% 169
2022
Q1 		$12.9M Buy
+131,871
New +$13.9M 0.89% 38

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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPlan Investment Management's BOND Position: Q4 2025 in Review

WealthPlan Investment Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2025, closing a stake of 2,301 shares — an estimated $215K sold.

WealthPlan Investment Management first reported a position in BOND in Q1 2022 and held it in 14 quarters. The position peaked at $12.9M in Q1 2022. 505 funds tracked by Wall St. Rank hold BOND as of Q4 2025.

  • WealthPlan Investment Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 2,301 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2025, an estimated $215K.
  • WealthPlan Investment Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2022 and held it in 14 quarters.
  • WealthPlan Investment Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $12.9M in Q1 2022.
  • 505 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2025.

Based on WealthPlan Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.