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 Q2	$146K	Buy	+2,964	New	+$146K	0.01%	961
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 Munich, Germany $123B AUM 45.23% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

FWP

Flatrock Wealth Partners Newport Beach, California $255M AUM

CAP

Cordoba Advisory Partners New York $472M AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

IFG Advisory's LONZ Position: Q2 2026 in Review

IFG Advisory opened a new position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2026: 2,964 shares worth $146K. The stake represents 0.01% of the portfolio and ranks #961 among its holdings. This is a return to the name: IFG Advisory previously reported a position in LONZ as recently as Q4 2025.

IFG Advisory first reported a position in LONZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $513K in Q4 2025. 72 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

IFG Advisory held 2,964 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $146K as of Q2 2026.
PIMCO Senior Loan Active Exchange-Traded Fund was a new IFG Advisory position in Q2 2026.
PIMCO Senior Loan Active Exchange-Traded Fund made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #961 holding.
IFG Advisory first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
IFG Advisory's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $513K in Q4 2025.
72 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.