Ogorek Anthony Joseph’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Ogorek Anthony Joseph’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	$77K	Hold	839	–	–	0.02%	125
2025 Q4	$78K	Hold	839	–	–	0.02%	121
2025 Q3	$78K	Hold	839	–	–	0.02%	128
2025 Q2	$77K	Hold	839	–	–	0.02%	117
2025 Q1	$77K	Hold	839	–	–	0.03%	111
2024 Q4	$75K	Hold	839	–	–	0.02%	92
2024 Q3	$79K	Hold	839	–	–	0.03%	88
2024 Q2	$76K	Hold	839	–	–	0.03%	84
2024 Q1	$77K	Hold	839	–	–	0.03%	86
2023 Q4	$77K	Sell	839 -552	-40%	-$48.9K	0.03%	83
2023 Q3	$122K	Hold	1,391	–	–	0.05%	80
2023 Q2	$127K	Hold	1,391	–	–	0.05%	76
2023 Q1	$129K	Hold	1,391	–	–	0.05%	73
2022 Q4	$125K	Hold	1,391	–	–	0.05%	65
2022 Q3	$124K	Hold	1,391	–	–	0.06%	61
2022 Q2	$132K	Hold	1,391	–	–	0.06%	60
2022 Q1	$141K	Hold	1,391	–	–	0.06%	60
2021 Q4	$152K	Hold	1,391	–	–	0.06%	58
2021 Q3	$153K	Hold	1,391	–	–	0.07%	55
2021 Q2	$154K	Hold	1,391	–	–	0.07%	54
2021 Q1	$152K	Hold	1,391	–	–	0.07%	50
2020 Q4	$157K	Hold	1,391	–	–	0.08%	39
2020 Q3	$156K	Hold	1,391	–	–	0.09%	38
2020 Q2	$155K	Hold	1,391	–	–	0.11%	27
2020 Q1	$147K	Sell	1,391 -228	-14%	-$24.8K	0.08%	27
2019 Q4	$174K	Hold	1,619	–	–	0.08%	30
2019 Q3	$176K	Hold	1,619	–	–	0.11%	26
2019 Q2	$174K	Hold	1,619	–	–	0.12%	24
2019 Q1	$170K	Hold	1,619	–	–	0.11%	22
2018 Q4	$166K	Sell	1,619 -364	-18%	-$37K	0.13%	22
2018 Q3	$202K	Hold	1,983	–	–	0.15%	22
2018 Q2	$204K	Hold	1,983	–	–	0.16%	22
2018 Q1	$206K	Hold	1,983	–	–	0.18%	20
2017 Q4	$210K	Hold	1,983	–	–	0.17%	16
2017 Q3	$211K	Buy	1,983 +364	+22%	+$38.8K	0.21%	15
2017 Q2	$171K	Hold	1,619	–	–	0.16%	17
2017 Q1	$170K	Buy	1,619 +485	+43%	+$50.8K	0.18%	16
2016 Q4	$122K	Hold	1,134	–	–	0.11%	21
2016 Q3	$122K	Hold	1,134	–	–	0.11%	21
2016 Q2	$121K	Hold	1,134	–	–	0.11%	19
2016 Q1	$120K	Buy	1,134 +11	+1%	+$1.15K	0.1%	21
2015 Q4	$117K	Buy	1,123 +13	+1%	+$1.38K	0.1%	24
2015 Q3	$117K	Buy	1,110 +10	+0.9%	+$1.07K	0.1%	22
2015 Q2	$118K	Buy	1,100 +7	+0.6%	+$758	0.09%	22
2015 Q1	$120K	Buy	1,093 +21	+2%	+$2.3K	0.08%	21
2014 Q4	$115K	Buy	+1,072	New	+$117K	0.09%	21

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

Ogorek Anthony Joseph's BOND Position: Q1 2026 in Review

Ogorek Anthony Joseph held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q1 2026 at 839 shares worth $77K. The position accounts for 0.02% of the portfolio, ranked #125.

Ogorek Anthony Joseph first reported a position in BOND in Q4 2014 and has held it in 46 quarters since. The position peaked at $211K in Q3 2017. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Ogorek Anthony Joseph held 839 shares of PIMCO Active Bond Exchange-Traded Fund worth $77K as of Q1 2026.
Ogorek Anthony Joseph left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #125 holding.
Ogorek Anthony Joseph first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2014 and has held it in 46 quarters since.
Ogorek Anthony Joseph's PIMCO Active Bond Exchange-Traded Fund position peaked at $211K in Q3 2017.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.