L.K. Benson & Company’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

L.K. Benson & Company’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	$524K	Sell	5,687 -24	-0.4%	-$2.21K	0.16%	77
2026 Q1	$527K	Buy	5,711 +5	+0.1%	+$467	0.17%	71
2025 Q4	$531K	Sell	5,706 -540	-9%	-$50.5K	0.27%	70
2025 Q3	$583K	Buy	6,246 +298	+5%	+$27.5K	0.31%	63
2025 Q2	$548K	Buy	5,948 +1,180	+25%	+$107K	0.34%	63
2025 Q1	$441K	Buy	4,768 +5	+0.1%	+$457	0.31%	67
2024 Q4	$431K	Buy	+4,763	New	+$438K	0.3%	64

Other funds holding BOND

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

L.K. Benson & Company's BOND Position: Q2 2026 in Review

L.K. Benson & Company reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.42% in Q2 2026, selling an estimated $2.21K and leaving 5,687 shares worth $524K. The position accounts for 0.16% of the portfolio, ranked #77.

L.K. Benson & Company first reported a position in BOND in Q4 2024 and has held it in 7 quarters since. The position peaked at $583K in Q3 2025. 166 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

L.K. Benson & Company held 5,687 shares of PIMCO Active Bond Exchange-Traded Fund worth $524K as of Q2 2026.
L.K. Benson & Company sold 24 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $2.21K.
PIMCO Active Bond Exchange-Traded Fund made up 0.16% of L.K. Benson & Company's portfolio in Q2 2026, its #77 holding.
L.K. Benson & Company first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
L.K. Benson & Company's PIMCO Active Bond Exchange-Traded Fund position peaked at $583K in Q3 2025.
166 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.