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J. Derek Lewis & Associates’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

J. Derek Lewis & Associates’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 		$325K Sell
3,525
-60
-2% -$5.52K 0.06% 134
2026
Q1 		$331K Hold
3,585
– – 0.07% 131
2025
Q4 		$334K Buy
+3,585
New +$335K 0.08% 125

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

J. Derek Lewis & Associates's BOND Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.7% in Q2 2026, selling an estimated $5.52K and leaving 3,525 shares worth $325K. The position accounts for 0.06% of the portfolio, ranked #134.

J. Derek Lewis & Associates first reported a position in BOND in Q4 2025 and has held it in 3 quarters since. The position peaked at $334K in Q4 2025. 352 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • J. Derek Lewis & Associates held 3,525 shares of PIMCO Active Bond Exchange-Traded Fund worth $325K as of Q2 2026.
  • J. Derek Lewis & Associates sold 60 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $5.52K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.06% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #134 holding.
  • J. Derek Lewis & Associates first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's PIMCO Active Bond Exchange-Traded Fund position peaked at $334K in Q4 2025.
  • 352 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.