O'Connor Financial Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

O'Connor 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	$30.6M	Buy	331,895 +96,001	+41%	+$8.84M	10.82%	2
2026 Q1	$21.8M	Sell	235,894 -451	-0.2%	-$42.1K	8.91%	3
2025 Q4	$22.1M	Buy	236,345 +11,006	+5%	+$1.03M	8.82%	3
2025 Q3	$21M	Buy	225,339 +2,976	+1%	+$275K	8.82%	3
2025 Q2	$20.3M	Buy	222,363 +215,822	+3,300%	+$19.6M	8.97%	3
2025 Q1	$605K	Buy	+6,541	New	+$597K	0.31%	34

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

O'Connor Financial Group's BOND Position: Q2 2026 in Review

O'Connor Financial Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 41% in Q2 2026, buying an estimated $8.84M and bringing the position to 331,895 shares worth $30.6M. The position accounts for 10.82% of the portfolio, ranked #2.

O'Connor Financial Group first reported a position in BOND in Q1 2025 and has held it in 6 quarters since. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

O'Connor Financial Group held 331,895 shares of PIMCO Active Bond Exchange-Traded Fund worth $30.6M as of Q2 2026.
O'Connor Financial Group bought 96,001 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $8.84M.
PIMCO Active Bond Exchange-Traded Fund made up 10.82% of O'Connor Financial Group's portfolio in Q2 2026, its #2 holding.
O'Connor Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.