MG
BOND icon

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

Mather 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 		$325K Sell
3,521
-73
-2% -$6.72K ﹤0.01% 650
2026
Q1 		$332K Sell
3,594
-22
-0.6% -$2.05K ﹤0.01% 597
2025
Q4 		$337K Buy
3,616
+261
+8% +$24.4K ﹤0.01% 496
2025
Q3 		$313K Hold
3,355
– – ﹤0.01% 508
2025
Q2 		$309K Hold
3,355
– – ﹤0.01% 490
2025
Q1 		$310K Hold
3,355
– – ﹤0.01% 480
2024
Q4 		$303K Sell
3,355
-1,559
-32% -$144K ﹤0.01% 462
2024
Q3 		$465K Sell
4,914
-2,902
-37% -$271K 0.01% 380
2024
Q2 		$718K Sell
7,816
-4,635
-37% -$419K 0.01% 334
2024
Q1 		$1.15M Hold
12,451
– – 0.02% 206
2023
Q4 		$1.15M Sell
12,451
-878
-7% -$77.8K 0.02% 211
2023
Q3 		$1.17M Sell
13,329
-49
-0.4% -$4.41K 0.02% 197
2023
Q2 		$1.23M Sell
13,378
-1,835
-12% -$169K 0.02% 201
2023
Q1 		$1.41M Sell
15,213
-86
-0.6% -$7.95K 0.03% 171
2022
Q4 		$1.38M Buy
15,299
+5,161
+51% +$464K 0.03% 168
2022
Q3 		$910K Buy
+10,138
New +$960K 0.02% 208

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

Mather Group's BOND Position: Q2 2026 in Review

Mather Group reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2% in Q2 2026, selling an estimated $6.72K and leaving 3,521 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Mather Group first reported a position in BOND in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.41M in Q1 2023. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Mather Group held 3,521 shares of PIMCO Active Bond Exchange-Traded Fund worth $325K as of Q2 2026.
  • Mather Group sold 73 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $6.72K.
  • PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #650 holding.
  • Mather Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2022 and has held it in 16 quarters since.
  • Mather Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.41M in Q1 2023.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.