Level Four Advisory Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Level Four Advisory Services’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	$1.23M	Sell	13,364 -2,616	-16%	-$241K	0.03%	408
2026 Q1	$1.47M	Buy	15,980 +13,631	+580%	+$1.27M	0.05%	345
2025 Q4	$219K	Buy	+2,349	New	+$220K	0.01%	784
2022 Q2	–	Sell	-2,301	Closed	-$234K	–	572
2022 Q1	$234K	Sell	2,301 -225	-9%	-$23.7K	0.02%	565
2021 Q4	$276K	Sell	2,526 -90	-3%	-$9.88K	0.02%	526
2021 Q3	$289K	Sell	2,616 -397	-13%	-$44.3K	0.03%	398
2021 Q2	$334K	Sell	3,013 -119	-4%	-$13.1K	0.02%	506
2021 Q1	$343K	Sell	3,132 -101	-3%	-$11.2K	0.03%	477
2020 Q4	$366K	Buy	3,233 +346	+12%	+$38.8K	0.03%	425
2020 Q3	$325K	Buy	2,887 +863	+43%	+$97K	0.03%	423
2020 Q2	$227K	Buy	2,024 +4	+0.2%	+$438	0.02%	509
2020 Q1	$215K	Buy	2,020 +4	+0.2%	+$435	0.03%	447
2019 Q4	$217K	Buy	2,016 +4	+0.2%	+$433	0.01%	526
2019 Q3	$219K	Buy	2,012 +5	+0.2%	+$541	0.02%	456
2019 Q2	$216K	Buy	2,007 +4	+0.2%	+$423	0.02%	487
2019 Q1	$211K	Buy	+2,003	New	+$208K	0.02%	475

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 22.96% 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

Level Four Advisory Services's BOND Position: Q2 2026 in Review

Level Four Advisory Services reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 16% in Q2 2026, selling an estimated $241K and leaving 13,364 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #408.

Level Four Advisory Services first reported a position in BOND in Q1 2019 and has held it in 16 quarters since. The position peaked at $1.47M in Q1 2026. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Level Four Advisory Services held 13,364 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.23M as of Q2 2026.
Level Four Advisory Services sold 2,616 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $241K.
PIMCO Active Bond Exchange-Traded Fund made up 0.03% of Level Four Advisory Services's portfolio in Q2 2026, its #408 holding.
Level Four Advisory Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2019 and has held it in 16 quarters since.
Level Four Advisory Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.47M in Q1 2026.
543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.