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 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	$6.43M	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

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

Lido Advisors's BOND Position: Q1 2026 in Review

Lido Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 46% in Q1 2026, selling an estimated $1.62M and leaving 20,750 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #723.

Lido Advisors first reported a position in BOND in Q4 2020 and has held it in 13 quarters since. The position peaked at $7.29M in Q4 2020. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Lido Advisors held 20,750 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.91M as of Q1 2026.
Lido Advisors sold 17,337 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $1.62M.
PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #723 holding.
Lido Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and has held it in 13 quarters since.
Lido Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $7.29M in Q4 2020.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.