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Legacy Edge Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Legacy Edge 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 		$338K Buy
3,664
+821
+29% +$75.6K 0.05% 153
2026
Q1 		$262K Sell
2,843
-535
-16% -$49.9K 0.03% 196
2025
Q4 		$314K Buy
+3,378
New +$316K 0.03% 176

Other funds holding BOND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Legacy Edge Advisors's BOND Position: Q2 2026 in Review

Legacy Edge Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 29% in Q2 2026, buying an estimated $75.6K and bringing the position to 3,664 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #153.

Legacy Edge Advisors first reported a position in BOND in Q4 2025 and has held it in 3 quarters since. 376 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Legacy Edge Advisors held 3,664 shares of PIMCO Active Bond Exchange-Traded Fund worth $338K as of Q2 2026.
  • Legacy Edge Advisors bought 821 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $75.6K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.05% of Legacy Edge Advisors's portfolio in Q2 2026, its #153 holding.
  • Legacy Edge Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 376 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.