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IFG Advisory’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

IFG Advisory’s Portfolio LONZ Stock Details LONZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,210
Closed -$513K – 664
2025
Q4 		$513K Buy
10,210
+2,551
+33% +$129K 0.02% 502
2025
Q3 		$391K Buy
7,659
+804
+12% +$40.9K 0.02% 560
2025
Q2 		$350K Buy
6,855
+639
+10% +$32.1K 0.02% 564
2025
Q1 		$313K Buy
6,216
+344
+6% +$17.5K 0.02% 550
2024
Q4 		$300K Buy
+5,872
New +$301K 0.02% 537

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

IFG Advisory's LONZ Position: Q1 2026 in Review

IFG Advisory sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q1 2026, closing a stake of 10,210 shares — an estimated $513K sold.

IFG Advisory first reported a position in LONZ in Q4 2024 and held it in 5 quarters. The position peaked at $513K in Q4 2025. 63 funds tracked by Wall St. Rank hold LONZ as of Q1 2026.

  • IFG Advisory reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 10,210 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q1 2026, an estimated $513K.
  • IFG Advisory first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2024 and held it in 5 quarters.
  • IFG Advisory's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $513K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.