SimpliFi sold 108,047 shares of BOND, totaling $10.11 million in trade value. The fund’s holding in BOND was 105,312 shares worth $9.8 million as of December 31. This change accounted for a 4.28% shift in 13F reportable AUM. The post-trade BOND position represents 4.15% of AUM.

On January 22, SimpliFi, Inc. disclosed a sale of 108,047 shares of the PIMCO Active Bond ETF (NYSE:BOND) with an estimated transaction value of $10.11 million. The SEC filing reported a reduction in BOND holdings by 108,047 shares, reflecting a $10.11 million decline in the fund’s position value. BOND shares were priced at $93.46 on January 22, up 3% in the past year with a yield of 5%.

BOND’s investment strategy focuses on a diversified portfolio of fixed income instruments, with up to 30% allocation to high yield securities. The ETF is actively managed and includes derivatives like options, futures, and swaps in its holdings. PIMCO Active Bond ETF aims to deliver income and risk-adjusted returns through dynamic allocation across investment grade and high yield bonds.

Portfolio moves by SimpliFi suggest a shift towards more equity exposure and less active bond management. Trimming the BOND position hints at a reevaluation of portfolio balance amid changing market dynamics. The fund retains significant exposure to broad index vehicles like BND and IEF, focusing on simplicity, liquidity, and lower-cost passive exposure.

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