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	$262K	Sell	2,837 -6	-0.2%	-$552	0.02%	205
2026 Q1	$262K	Sell	2,843 -535	-16%	-$49.9K	0.03%	196
2025 Q4	$314K	Sell	3,378 -156	-4%	-$14.6K	0.03%	176
2025 Q3	$330K	Sell	3,534 -130	-4%	-$12K	0.04%	163
2025 Q2	$338K	Buy	3,664 +86	+2%	+$7.82K	0.05%	153
2025 Q1	$331K	Sell	3,578 -516	-13%	-$47.1K	0.05%	141
2024 Q4	$372K	Hold	4,094	–	–	0.06%	128
2024 Q3	$387K	Sell	4,094 -270	-6%	-$25.2K	0.06%	126
2024 Q2	$397K	Sell	4,364 -8,298	-66%	-$751K	0.07%	113
2024 Q1	$1.16M	Sell	12,662 -20,856	-62%	-$1.91M	0.24%	60
2023 Q4	$3.1M	Buy	+33,518	New	+$2.97M	0.71%	33

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 Edge Advisors's BOND Position: Q2 2026 in Review

Legacy Edge Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.21% in Q2 2026, selling an estimated $552 and leaving 2,837 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #205.

Legacy Edge Advisors first reported a position in BOND in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.1M in Q4 2023. 545 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Legacy Edge Advisors held 2,837 shares of PIMCO Active Bond Exchange-Traded Fund worth $262K as of Q2 2026.
Legacy Edge Advisors sold 6 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $552.
PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Legacy Edge Advisors's portfolio in Q2 2026, its #205 holding.
Legacy Edge Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.1M in Q4 2023.
545 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.