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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Legacy Private Trust's BOND Position: Q2 2026 in Review

Legacy Private Trust increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 12% in Q2 2026, buying an estimated $3.36M and bringing the position to 330,525 shares worth $30.5M. The position accounts for 1.69% of the portfolio, ranked #12.

Legacy Private Trust first reported a position in BOND in Q4 2023 and has held it in 11 quarters since. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Legacy Private Trust held 330,525 shares of PIMCO Active Bond Exchange-Traded Fund worth $30.5M as of Q2 2026.
  • Legacy Private Trust bought 36,531 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $3.36M.
  • PIMCO Active Bond Exchange-Traded Fund made up 1.69% of Legacy Private Trust's portfolio in Q2 2026, its #12 holding.
  • Legacy Private Trust first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
  • 540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.