BFG
BOND icon

Berger Financial Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Berger Financial Group’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 		$22.2M Buy
240,823
+219,752
+1,043% +$20.5M 1.24% 15
2025
Q4 		$1.96M Buy
21,071
+1,074
+5% +$100K 0.11% 146
2025
Q3 		$1.87M Buy
19,997
+4,679
+31% +$432K 0.11% 148
2025
Q2 		$1.41M Sell
15,318
-1,268
-8% -$115K 0.09% 163
2025
Q1 		$1.53M Buy
16,586
+429
+3% +$39.2K 0.11% 148
2024
Q4 		$1.46M Buy
+16,157
New +$1.49M 0.1% 146

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berger Financial Group's BOND Position: Q1 2026 in Review

Berger Financial Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1,043% in Q1 2026, buying an estimated $20.5M and bringing the position to 240,823 shares worth $22.2M. The position accounts for 1.24% of the portfolio, ranked #15.

Berger Financial Group first reported a position in BOND in Q4 2024 and has held it in 6 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Berger Financial Group held 240,823 shares of PIMCO Active Bond Exchange-Traded Fund worth $22.2M as of Q1 2026.
  • Berger Financial Group bought 219,752 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $20.5M.
  • PIMCO Active Bond Exchange-Traded Fund made up 1.24% of Berger Financial Group's portfolio in Q1 2026, its #15 holding.
  • Berger Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.