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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth's BOND Position: Q1 2026 in Review

Linscomb Wealth increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 9.6% in Q1 2026, buying an estimated $753K and bringing the position to 92,281 shares worth $8.52M. The position accounts for 0.38% of the portfolio, ranked #54.

Linscomb Wealth first reported a position in BOND in Q2 2022 and has held it in 16 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Linscomb Wealth held 92,281 shares of PIMCO Active Bond Exchange-Traded Fund worth $8.52M as of Q1 2026.
  • Linscomb Wealth bought 8,065 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $753K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.38% of Linscomb Wealth's portfolio in Q1 2026, its #54 holding.
  • Linscomb Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2022 and has held it in 16 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.