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

Menard 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 		$2.09M Sell
22,649
-2,335
-9% -$215K 1.14% 23
2026
Q1 		$2.31M Buy
24,984
+254
+1% +$23.7K 1.61% 12
2025
Q4 		$2.3M Sell
24,730
-985
-4% -$92.2K 1.58% 13
2025
Q3 		$2.4M Sell
25,715
-251
-1% -$23.2K 1.61% 13
2025
Q2 		$2.39M Sell
25,966
-994
-4% -$90.4K 1.42% 14
2025
Q1 		$2.45M Sell
26,960
-19
-0.1% -$1.74K 1.61% 11
2024
Q4 		$2.44M Sell
26,979
-85
-0.3% -$7.82K 1.46% 12
2024
Q3 		$2.56M Sell
27,064
-606
-2% -$56.6K 1.69% 8
2024
Q2 		$2.52M Buy
27,670
+1,689
+7% +$153K 1.8% 7
2024
Q1 		$2.39M Buy
+25,981
New +$2.38M 2.01% 6
2021
Q3 		– Sell
-62,743
Closed -$6.96M – 159
2021
Q2 		$6.96M Buy
+62,743
New +$6.92M 6.59% 1
2020
Q1 		– Sell
-19,601
Closed -$2.11M – 39
2019
Q4 		$2.11M Buy
+19,601
New +$2.12M 2.03% 8

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

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

Menard Financial Group reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 9.3% in Q2 2026, selling an estimated $215K and leaving 22,649 shares worth $2.09M. The position accounts for 1.14% of the portfolio, ranked #23.

Menard Financial Group first reported a position in BOND in Q4 2019 and has held it in 12 quarters since. The position peaked at $6.96M in Q2 2021. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Menard Financial Group held 22,649 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.09M as of Q2 2026.
  • Menard Financial Group sold 2,335 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $215K.
  • PIMCO Active Bond Exchange-Traded Fund made up 1.14% of Menard Financial Group's portfolio in Q2 2026, its #23 holding.
  • Menard Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 12 quarters since.
  • Menard Financial Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $6.96M in Q2 2021.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Menard Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.