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

Lionsbridge Wealth Management’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	$1.64M	Sell	17,780 -409	-2%	-$38.2K	1.65%	24
2025 Q4	$1.69M	Buy	18,189 +844	+5%	+$79K	1.71%	23
2025 Q3	$1.62M	Sell	17,345 -493	-3%	-$45.5K	1.6%	29
2025 Q2	$1.64M	Buy	17,838 +13,589	+320%	+$1.24M	1.64%	23
2025 Q1	$393K	Sell	4,249 -330	-7%	-$30.1K	0.35%	51
2024 Q4	$414K	Sell	4,579 -150	-3%	-$13.8K	0.35%	51
2024 Q3	$447K	Buy	+4,729	New	+$441K	0.35%	62

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

Lionsbridge Wealth Management's BOND Position: Q1 2026 in Review

Lionsbridge Wealth Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.2% in Q1 2026, selling an estimated $38.2K and leaving 17,780 shares worth $1.64M. The position accounts for 1.65% of the portfolio, ranked #24.

Lionsbridge Wealth Management first reported a position in BOND in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q4 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Lionsbridge Wealth Management held 17,780 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.64M as of Q1 2026.
Lionsbridge Wealth Management sold 409 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $38.2K.
PIMCO Active Bond Exchange-Traded Fund made up 1.65% of Lionsbridge Wealth Management's portfolio in Q1 2026, its #24 holding.
Lionsbridge Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2024 and has held it in 7 quarters since.
Lionsbridge Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.69M in Q4 2025.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.