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Linscomb Wealth’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Linscomb Wealth’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 		$10.5M Buy
113,461
+21,180
+23% +$1.95M 0.45% 43
2026
Q1 		$8.52M Buy
92,281
+8,065
+10% +$753K 0.38% 54
2025
Q4 		$7.84M Buy
84,216
+7,940
+10% +$743K 0.33% 69
2025
Q3 		$7.12M Buy
76,276
+16,613
+28% +$1.53M 0.31% 74
2025
Q2 		$5.5M Buy
59,663
+4,303
+8% +$391K 0.25% 94
2025
Q1 		$5.12M Buy
55,360
+13,574
+32% +$1.24M 0.25% 91
2024
Q4 		$3.78M Buy
41,786
+3,738
+10% +$344K 0.19% 105
2024
Q3 		$3.6M Buy
38,048
+5,291
+16% +$494K 0.18% 109
2024
Q2 		$2.98M Buy
32,757
+2,027
+7% +$183K 0.15% 114
2024
Q1 		$2.82M Buy
30,730
+1,869
+6% +$171K 0.15% 114
2023
Q4 		$2.67M Sell
28,861
-339
-1% -$30K 0.15% 114
2023
Q3 		$2.57M Buy
29,200
+1,666
+6% +$150K 0.15% 113
2023
Q2 		$2.52M Sell
27,534
-3,503
-11% -$323K 0.14% 118
2023
Q1 		$2.88M Buy
31,037
+2,711
+10% +$251K 0.15% 115
2022
Q4 		$2.56M Buy
28,326
+4,337
+18% +$390K 0.13% 122
2022
Q3 		$2.15M Buy
23,989
+6,209
+35% +$588K 0.13% 121
2022
Q2 		$1.69M Buy
+17,780
New +$1.73M 0.1% 132

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

Linscomb Wealth's BOND Position: Q2 2026 in Review

Linscomb Wealth increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 23% in Q2 2026, buying an estimated $1.95M and bringing the position to 113,461 shares worth $10.5M. The position accounts for 0.45% of the portfolio, ranked #43.

Linscomb Wealth first reported a position in BOND in Q2 2022 and has held it in 17 quarters since. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Linscomb Wealth held 113,461 shares of PIMCO Active Bond Exchange-Traded Fund worth $10.5M as of Q2 2026.
  • Linscomb Wealth bought 21,180 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $1.95M.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.45% of Linscomb Wealth's portfolio in Q2 2026, its #43 holding.
  • Linscomb Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2022 and has held it in 17 quarters since.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.