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

Cooper 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 		$39.9M Buy
433,100
+36,705
+9% +$3.38M 3.31% 5
2026
Q1 		$36.6M Buy
396,395
+363,897
+1,120% +$34M 3.7% 5
2025
Q4 		$3.02M Sell
32,498
-5,014
-13% -$469K 0.32% 51
2025
Q3 		$3.5M Sell
37,512
-4,154
-10% -$383K 0.39% 44
2025
Q2 		$3.84M Sell
41,666
-7,253
-15% -$660K 0.45% 40
2025
Q1 		$4.52M Buy
48,919
+20,626
+73% +$1.88M 0.6% 34
2024
Q4 		$2.56M Sell
28,293
-403
-1% -$37.1K 0.31% 56
2024
Q3 		$2.71M Buy
28,696
+1,669
+6% +$156K 0.35% 53
2024
Q2 		$2.46M Buy
27,027
+8,089
+43% +$732K 0.36% 49
2024
Q1 		$1.74M Buy
18,938
+94
+0.5% +$8.6K 0.29% 69
2023
Q4 		$1.74M Sell
18,844
-889
-5% -$78.8K 0.32% 59
2023
Q3 		$1.73M Buy
19,733
+527
+3% +$47.4K 0.42% 49
2023
Q2 		$1.76M Buy
+19,206
New +$1.77M 0.44% 49

Other funds holding BOND

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 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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
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

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

Cooper Financial Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 9.3% in Q2 2026, buying an estimated $3.38M and bringing the position to 433,100 shares worth $39.9M. The position accounts for 3.31% of the portfolio, ranked #5.

Cooper Financial Group first reported a position in BOND in Q2 2023 and has held it in 13 quarters since. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Cooper Financial Group held 433,100 shares of PIMCO Active Bond Exchange-Traded Fund worth $39.9M as of Q2 2026.
  • Cooper Financial Group bought 36,705 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $3.38M.
  • PIMCO Active Bond Exchange-Traded Fund made up 3.31% of Cooper Financial Group's portfolio in Q2 2026, its #5 holding.
  • Cooper Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2023 and has held it in 13 quarters since.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.