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 Q2	$1.57M	Sell	17,074 -706	-4%	-$65K	1.55%	27
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Lionsbridge Wealth Management's BOND Position: Q2 2026 in Review

Lionsbridge Wealth Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 4% in Q2 2026, selling an estimated $65K and leaving 17,074 shares worth $1.57M. The position accounts for 1.55% of the portfolio, ranked #27.

Lionsbridge Wealth Management first reported a position in BOND in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.69M in Q4 2025. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Lionsbridge Wealth Management held 17,074 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.57M as of Q2 2026.
Lionsbridge Wealth Management sold 706 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $65K.
PIMCO Active Bond Exchange-Traded Fund made up 1.55% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #27 holding.
Lionsbridge Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
Lionsbridge Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.69M in Q4 2025.
543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.