LPT
BOND icon

Legacy Private Trust’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Legacy Private Trust’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
Q3 		$41.9M Buy
481,440
+150,915
+46% +$13.6M 2.29% 8
2026
Q2 		$30.5M Buy
330,525
+36,531
+12% +$3.36M 1.69% 12
2026
Q1 		$27.1M Sell
293,994
-269
-0.1% -$25.1K 1.67% 12
2025
Q4 		$27.4M Buy
294,263
+55,347
+23% +$5.18M 1.61% 12
2025
Q3 		$22.3M Buy
238,916
+22,497
+10% +$2.08M 1.33% 16
2025
Q2 		$19.9M Sell
216,419
-28,301
-12% -$2.57M 1.29% 17
2025
Q1 		$22.6M Buy
244,720
+13,051
+6% +$1.19M 1.56% 12
2024
Q4 		$20.9M Buy
231,669
+19,033
+9% +$1.75M 1.37% 16
2024
Q3 		$20.1M Buy
212,636
+12,403
+6% +$1.16M 1.35% 15
2024
Q2 		$18.2M Buy
200,233
+42,285
+27% +$3.82M 1.3% 17
2024
Q1 		$14.5M Buy
157,948
+44,381
+39% +$4.06M 1.06% 18
2023
Q4 		$10.5M Buy
+113,567
New +$10.1M 0.83% 26

Other funds holding BOND

CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Legacy Private Trust's BOND Position: Q3 2026 in Review

Legacy Private Trust increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 46% in Q3 2026, buying an estimated $13.6M and bringing the position to 481,440 shares worth $41.9M. The position accounts for 2.29% of the portfolio, ranked #8.

Legacy Private Trust first reported a position in BOND in Q4 2023 and has held it in 12 quarters since. 28 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Legacy Private Trust held 481,440 shares of PIMCO Active Bond Exchange-Traded Fund worth $41.9M as of Q3 2026.
  • Legacy Private Trust bought 150,915 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $13.6M.
  • PIMCO Active Bond Exchange-Traded Fund made up 2.29% of Legacy Private Trust's portfolio in Q3 2026, its #8 holding.
  • Legacy Private Trust first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 12 quarters since.
  • 28 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.