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

L.M. Kohn & 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
2025 Q3	$218K	Sell	2,339 -36	-2%	-$3.32K	0.26%	106
2025 Q2	$219K	Buy	+2,375	New	+$216K	0.06%	251
2023 Q3	–	Sell	-3,146	Closed	-$288K	–	239
2023 Q2	$288K	Hold	3,146	–	–	0.11%	171
2023 Q1	$292K	Sell	3,146 -259	-8%	-$23.9K	0.12%	165
2022 Q4	$308K	Hold	3,405	–	–	0.14%	152
2022 Q3	$306K	Sell	3,405 -457	-12%	-$43.3K	0.15%	149
2022 Q2	$368K	Buy	3,862 +211	+6%	+$20.5K	0.17%	147
2022 Q1	$372K	Buy	+3,651	New	+$384K	0.14%	165

Other funds holding BOND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

L.M. Kohn & Company's BOND Position: Q3 2025 in Review

L.M. Kohn & Company reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.5% in Q3 2025, selling an estimated $3.32K and leaving 2,339 shares worth $218K. The position accounts for 0.26% of the portfolio, ranked #106.

L.M. Kohn & Company first reported a position in BOND in Q1 2022 and has held it in 8 quarters since. The position peaked at $372K in Q1 2022. 455 funds tracked by Wall St. Rank hold BOND as of Q3 2025.

L.M. Kohn & Company held 2,339 shares of PIMCO Active Bond Exchange-Traded Fund worth $218K as of Q3 2025.
L.M. Kohn & Company sold 36 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2025, an estimated $3.32K.
PIMCO Active Bond Exchange-Traded Fund made up 0.26% of L.M. Kohn & Company's portfolio in Q3 2025, its #106 holding.
L.M. Kohn & Company first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2022 and has held it in 8 quarters since.
L.M. Kohn & Company's PIMCO Active Bond Exchange-Traded Fund position peaked at $372K in Q1 2022.
455 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.