Lido Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Lido 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 Q3	$2.18M	Buy	25,034 +2,425	+11%	+$219K	0.01%	764
2026 Q2	$2.08M	Buy	22,609 +1,859	+9%	+$171K	0.01%	783
2026 Q1	$1.91M	Sell	20,750 -17,337	-46%	-$1.62M	0.01%	723
2025 Q4	$3.55M	Buy	38,087 +2,661	+8%	+$249K	0.01%	547
2025 Q3	$3.31M	Buy	35,426 +19,106	+117%	+$1.76M	0.01%	546
2025 Q2	$1.5M	Buy	16,320 +1,337	+9%	+$122K	0.01%	684
2025 Q1	$1.39M	Buy	+14,983	New	+$1.37M	0.01%	648
2022 Q4	–	Sell	-3,219	Closed	-$288K	–	1036
2022 Q3	$288K	Sell	3,219 -8,672	-73%	-$821K	﹤0.01%	765
2022 Q2	$1.13M	Sell	11,891 -42,239	-78%	-$4.1M	0.02%	316
2022 Q1	$5.51M	Sell	54,130 -4,687	-8%	-$493K	0.06%	139
2021 Q4	$6.44M	Sell	58,817 -1,528	-3%	-$168K	0.07%	136
2021 Q3	$6.67M	Sell	60,345 -1,152	-2%	-$128K	0.09%	120
2021 Q2	$6.82M	Sell	61,497 -4,117	-6%	-$454K	0.1%	121
2021 Q1	$7.18M	Buy	65,614 +1,314	+2%	+$146K	0.12%	107
2020 Q4	$7.29M	Buy	+64,300	New	+$7.22M	0.15%	85

Other funds holding BOND

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Lido Advisors's BOND Position: Q3 2026 in Review

Lido Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 11% in Q3 2026, buying an estimated $219K and bringing the position to 25,034 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #764.

Lido Advisors first reported a position in BOND in Q4 2020 and has held it in 15 quarters since. The position peaked at $7.29M in Q4 2020. 322 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Lido Advisors held 25,034 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.18M as of Q3 2026.
Lido Advisors bought 2,425 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $219K.
PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #764 holding.
Lido Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and has held it in 15 quarters since.
Lido Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $7.29M in Q4 2020.
322 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.