IFG Advisory’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

IFG Advisory’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	$9.23M	Buy	100,100 +99,278	+12,078%	+$9.14M	0.32%	83
2026 Q1	$75.8K	Sell	822 -92,606	-99%	-$8.64M	0.22%	102
2025 Q4	$8.7M	Buy	93,428 +3,356	+4%	+$314K	0.38%	70
2025 Q3	$8.41M	Buy	90,072 +3,388	+4%	+$313K	0.38%	67
2025 Q2	$7.99M	Sell	86,684 -20,151	-19%	-$1.83M	0.4%	61
2025 Q1	$9.88M	Buy	106,835 +1,438	+1%	+$131K	0.55%	37
2024 Q4	$9.53M	Buy	105,397 +1,949	+2%	+$179K	0.54%	41
2024 Q3	$9.79M	Buy	103,448 +8,457	+9%	+$789K	0.62%	36
2024 Q2	$8.65M	Buy	94,991 +6,711	+8%	+$607K	0.56%	35
2024 Q1	$8.11M	Buy	88,280 +518	+0.6%	+$47.4K	0.6%	33
2023 Q4	$8.11M	Buy	+87,762	New	+$7.78M	0.59%	29

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 22.9% 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

IFG Advisory's BOND Position: Q2 2026 in Review

IFG Advisory increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 12,078% in Q2 2026, buying an estimated $9.14M and bringing the position to 100,100 shares worth $9.23M. The position accounts for 0.32% of the portfolio, ranked #83.

IFG Advisory first reported a position in BOND in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.88M in Q1 2025. 546 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

IFG Advisory held 100,100 shares of PIMCO Active Bond Exchange-Traded Fund worth $9.23M as of Q2 2026.
IFG Advisory bought 99,278 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $9.14M.
PIMCO Active Bond Exchange-Traded Fund made up 0.32% of IFG Advisory's portfolio in Q2 2026, its #83 holding.
IFG Advisory first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
IFG Advisory's PIMCO Active Bond Exchange-Traded Fund position peaked at $9.88M in Q1 2025.
546 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.