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 Q2	$22.1M	Sell	239,458 -1,365	-0.6%	-$126K	1.13%	18
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Berger Financial Group's BOND Position: Q2 2026 in Review

Berger Financial Group reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.57% in Q2 2026, selling an estimated $126K and leaving 239,458 shares worth $22.1M. The position accounts for 1.13% of the portfolio, ranked #18.

Berger Financial Group first reported a position in BOND in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.2M in Q1 2026. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Berger Financial Group held 239,458 shares of PIMCO Active Bond Exchange-Traded Fund worth $22.1M as of Q2 2026.
Berger Financial Group sold 1,365 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $126K.
PIMCO Active Bond Exchange-Traded Fund made up 1.13% of Berger Financial Group's portfolio in Q2 2026, its #18 holding.
Berger Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Berger Financial Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $22.2M in Q1 2026.
543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.