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 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 $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Level Four Advisory Services's BOND Position: Q1 2026 in Review

Level Four Advisory Services increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 580% in Q1 2026, buying an estimated $1.27M and bringing the position to 15,980 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #345.

Level Four Advisory Services first reported a position in BOND in Q1 2019 and has held it in 15 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Level Four Advisory Services held 15,980 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.47M as of Q1 2026.
Level Four Advisory Services bought 13,631 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $1.27M.
PIMCO Active Bond Exchange-Traded Fund made up 0.05% of Level Four Advisory Services's portfolio in Q1 2026, its #345 holding.
Level Four Advisory Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2019 and has held it in 15 quarters since.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.