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 Q2	$213K	Sell	2,309 -82	-3%	-$7.55K	0.04%	358
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 $1.89T 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 22.9% 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

Legacy Capital Wealth Partners's BOND Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.4% in Q2 2026, selling an estimated $7.55K and leaving 2,309 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #358.

Legacy Capital Wealth Partners first reported a position in BOND in Q1 2023 and has held it in 12 quarters since. The position peaked at $227K in Q3 2024. 546 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Legacy Capital Wealth Partners held 2,309 shares of PIMCO Active Bond Exchange-Traded Fund worth $213K as of Q2 2026.
Legacy Capital Wealth Partners sold 82 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $7.55K.
PIMCO Active Bond Exchange-Traded Fund made up 0.04% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #358 holding.
Legacy Capital Wealth Partners first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's PIMCO Active Bond Exchange-Traded Fund position peaked at $227K in Q3 2024.
546 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.