Lantern Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Lantern Wealth Advisors’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	$220K	Buy	2,388 +166	+7%	+$15.3K	0.1%	176
2026 Q1	$205K	Buy	+2,222	New	+$207K	0.11%	166
2024 Q4	–	Sell	-2,332	Closed	-$221K	–	137
2024 Q3	$221K	Sell	2,332 -133	-5%	-$12.4K	0.15%	118
2024 Q2	$225K	Sell	2,465 -1,082	-31%	-$97.9K	0.16%	118
2024 Q1	$326K	Buy	3,547 +1,067	+43%	+$97.6K	0.23%	95
2023 Q4	$229K	Buy	+2,480	New	+$220K	0.18%	107

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Lantern Wealth Advisors's BOND Position: Q2 2026 in Review

Lantern Wealth Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 7.5% in Q2 2026, buying an estimated $15.3K and bringing the position to 2,388 shares worth $220K. The position accounts for 0.1% of the portfolio, ranked #176.

Lantern Wealth Advisors first reported a position in BOND in Q4 2023 and has held it in 6 quarters since. The position peaked at $326K in Q1 2024. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Lantern Wealth Advisors held 2,388 shares of PIMCO Active Bond Exchange-Traded Fund worth $220K as of Q2 2026.
Lantern Wealth Advisors bought 166 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $15.3K.
PIMCO Active Bond Exchange-Traded Fund made up 0.1% of Lantern Wealth Advisors's portfolio in Q2 2026, its #176 holding.
Lantern Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 6 quarters since.
Lantern Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $326K in Q1 2024.
540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.