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

Investment Advisory 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 Q1	$490K	Hold	5,308	–	–	0.12%	113
2025 Q4	$494K	Hold	5,308	–	–	0.13%	110
2025 Q3	$496K	Hold	5,308	–	–	0.13%	109
2025 Q2	$489K	Hold	5,308	–	–	0.15%	107
2025 Q1	$491K	Hold	5,308	–	–	0.16%	98
2024 Q4	$480K	Hold	5,308	–	–	0.16%	99
2024 Q3	$502K	Buy	5,308 +1,040	+24%	+$97.1K	0.17%	96
2024 Q2	$389K	Buy	+4,268	New	+$386K	0.15%	102

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

Investment Advisory Group's BOND Position: Q1 2026 in Review

Investment Advisory Group held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q1 2026 at 5,308 shares worth $490K. The position accounts for 0.12% of the portfolio, ranked #113.

Investment Advisory Group first reported a position in BOND in Q2 2024 and has held it in 8 quarters since. The position peaked at $502K in Q3 2024. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Investment Advisory Group held 5,308 shares of PIMCO Active Bond Exchange-Traded Fund worth $490K as of Q1 2026.
Investment Advisory Group left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Active Bond Exchange-Traded Fund made up 0.12% of Investment Advisory Group's portfolio in Q1 2026, its #113 holding.
Investment Advisory Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2024 and has held it in 8 quarters since.
Investment Advisory Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $502K in Q3 2024.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.