Legacy Capital Wealth Partners’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Legacy Capital Wealth Partners’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 Q1	$221K	Sell	2,391 -1	-0%	-$93	0.05%	353
2025 Q4	$223K	Sell	2,392 -9	-0.4%	-$842	0.05%	343
2025 Q3	$224K	Buy	2,401 +1	+0%	+$92	0.05%	350
2025 Q2	$221K	Buy	2,400 +1	+0%	+$91	0.05%	348
2025 Q1	$222K	Buy	2,399 +1	+0%	+$91	0.05%	329
2024 Q4	$217K	Sell	2,398 -5	-0.2%	-$460	0.05%	322
2024 Q3	$227K	Hold	2,403	–	–	0.05%	322
2024 Q2	$219K	Buy	+2,403	New	+$217K	0.06%	284
2024 Q1	–	Sell	-2,401	Closed	-$222K	–	144
2023 Q4	$222K	Buy	2,401 +1	+0%	+$89	0.06%	264
2023 Q3	$211K	Buy	+2,400	New	+$216K	0.06%	263
2023 Q2	–	Sell	-2,409	Closed	-$223K	–	66
2023 Q1	$223K	Buy	+2,409	New	+$223K	0.06%	228

Other funds holding BOND

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

Carson Wealth (CWM LLC)

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

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

Envestnet Asset Management

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

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

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Bank of America

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