CFG
BOND icon

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
Q3 		$40.5M Buy
465,447
+32,347
+7% +$2.92M 3.22% 5
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

LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Cooper Financial Group's BOND Position: Q3 2026 in Review

Cooper Financial Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 7.5% in Q3 2026, buying an estimated $2.92M and bringing the position to 465,447 shares worth $40.5M. The position accounts for 3.22% of the portfolio, ranked #5.

Cooper Financial Group first reported a position in BOND in Q2 2023 and has held it in 14 quarters since. 28 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Cooper Financial Group held 465,447 shares of PIMCO Active Bond Exchange-Traded Fund worth $40.5M as of Q3 2026.
  • Cooper Financial Group bought 32,347 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $2.92M.
  • PIMCO Active Bond Exchange-Traded Fund made up 3.22% of Cooper Financial Group's portfolio in Q3 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 14 quarters since.
  • 28 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.