SEC 13F Intelligence

O'connor Financial Group LLC / BOND

O'connor Financial Group LLC’s Pimco Etf Tr Position

Does O'connor Financial Group LLC own Pimco Etf Tr (BOND)? Yes — 235.9K shares worth $22M (+8.91% of its 13F portfolio) as of Q1 2026, down from 236.3K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
235.9K
% of Portfolio
+8.91%
Quarters Held
5
currently held

Position History BOND

Reported value by quarter
Q1 ’25: $604,846Q1 ’25Q2 ’25: $20MQ2 ’25Q3 ’25: $21MQ3 ’25Q4 ’25: $22MQ4 ’25Q1 ’26: $22MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026235.9K$22M+8.91%
Q4 2025236.3K$22M+8.82%
Q3 2025225.3K$21M+8.82%
Q2 2025222.4K$20M+8.97%
Q1 20256.5K$604,846+0.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'connor Financial Group LLC’s full portfolio or all institutional holders of BOND.