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

Financial Discovery 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 		$4.99M Sell
54,104
-1,852
-3% -$171K 10.64% 2
2026
Q1 		$5.16M Buy
+55,956
New +$5.22M 12.07% 2

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

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

Financial Discovery Group reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.3% in Q2 2026, selling an estimated $171K and leaving 54,104 shares worth $4.99M. The position accounts for 10.64% of the portfolio, ranked #2.

Financial Discovery Group first reported a position in BOND in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.16M in Q1 2026. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Financial Discovery Group held 54,104 shares of PIMCO Active Bond Exchange-Traded Fund worth $4.99M as of Q2 2026.
  • Financial Discovery Group sold 1,852 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $171K.
  • PIMCO Active Bond Exchange-Traded Fund made up 10.64% of Financial Discovery Group's portfolio in Q2 2026, its #2 holding.
  • Financial Discovery Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • Financial Discovery Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $5.16M in Q1 2026.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Financial Discovery Group's 13F filing for Q2 2026, filed 23 Jul 2026.