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 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 $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFG Advisory's BOND Position: Q1 2026 in Review

IFG Advisory reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 99% in Q1 2026, selling an estimated $8.64M and leaving 822 shares worth $75.8K. The position accounts for 0.22% of the portfolio, ranked #102.

IFG Advisory first reported a position in BOND in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.88M in Q1 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

IFG Advisory held 822 shares of PIMCO Active Bond Exchange-Traded Fund worth $75.8K as of Q1 2026.
IFG Advisory sold 92,606 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $8.64M.
PIMCO Active Bond Exchange-Traded Fund made up 0.22% of IFG Advisory's portfolio in Q1 2026, its #102 holding.
IFG Advisory first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
IFG Advisory's PIMCO Active Bond Exchange-Traded Fund position peaked at $9.88M in Q1 2025.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.