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

Independent 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 		$1.46M Sell
15,839
-154
-1% -$14.2K 0.03% 559
2026
Q1 		$1.48M Buy
15,993
+3,332
+26% +$311K 0.03% 497
2025
Q4 		$1.18M Buy
12,661
+1,498
+13% +$140K 0.03% 562
2025
Q3 		$1.04M Buy
11,163
+161
+1% +$14.9K 0.03% 584
2025
Q2 		$1.01M Sell
11,002
-331
-3% -$30.1K 0.03% 542
2025
Q1 		$1.05M Buy
11,333
+29
+0.3% +$2.65K 0.04% 466
2024
Q4 		$1.02M Sell
11,304
-6
-0.1% -$552 0.03% 472
2024
Q3 		$1.07M Buy
11,310
+994
+10% +$92.8K 0.04% 424
2024
Q2 		$940K Buy
10,316
+2,004
+24% +$181K 0.04% 422
2024
Q1 		$764K Buy
8,312
+1,927
+30% +$176K 0.04% 455
2023
Q4 		$590K Sell
6,385
-14,758
-70% -$1.31M 0.03% 511
2023
Q3 		$1.86M Buy
21,143
+1,465
+7% +$132K 0.12% 198
2023
Q2 		$1.8M Buy
19,678
+8,420
+75% +$776K 0.12% 183
2023
Q1 		$1.04M Buy
11,258
+5,466
+94% +$505K 0.08% 270
2022
Q4 		$524K Buy
5,792
+2,996
+107% +$270K 0.05% 413
2022
Q3 		$251K Sell
2,796
-29
-1% -$2.75K 0.02% 592
2022
Q2 		$269K Sell
2,825
-2,473
-47% -$240K 0.03% 532
2022
Q1 		$539K Sell
5,298
-1,841
-26% -$194K 0.04% 411
2021
Q4 		$781K Buy
7,139
+908
+15% +$99.7K 0.06% 313
2021
Q3 		$689K Buy
6,231
+567
+10% +$63.2K 0.07% 296
2021
Q2 		$628K Sell
5,664
-3,133
-36% -$346K 0.07% 308
2021
Q1 		$963K Sell
8,797
-82
-0.9% -$9.13K 0.12% 191
2020
Q4 		$1M Buy
8,879
+2,271
+34% +$255K 0.15% 166
2020
Q3 		$743K Buy
6,608
+788
+14% +$88.6K 0.14% 166
2020
Q2 		$649K Buy
5,820
+769
+15% +$84.2K 0.14% 169
2020
Q1 		$536K Buy
+5,051
New +$549K 0.16% 163

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

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

Independent Financial Group reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.96% in Q2 2026, selling an estimated $14.2K and leaving 15,839 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #559.

Independent Financial Group first reported a position in BOND in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.86M in Q3 2023. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Independent Financial Group held 15,839 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.46M as of Q2 2026.
  • Independent Financial Group sold 154 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $14.2K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #559 holding.
  • Independent Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.86M in Q3 2023.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.