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

Lionshead 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	$834K	Buy	9,036 +1,538	+21%	+$144K	0.61%	45
2025 Q4	$701K	Sell	7,498 -27	-0.4%	-$2.53K	0.53%	50
2025 Q3	$702K	Buy	7,525 +434	+6%	+$40K	0.56%	50
2025 Q2	$654K	Sell	7,091 -190	-3%	-$17.3K	0.6%	48
2025 Q1	$673K	Sell	7,281 -5,165	-41%	-$472K	0.7%	41
2024 Q4	$1.13M	Buy	+12,446	New	+$1.15M	0.82%	31

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

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

Lionshead Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 21% in Q1 2026, buying an estimated $144K and bringing the position to 9,036 shares worth $834K. The position accounts for 0.61% of the portfolio, ranked #45.

Lionshead Wealth Management first reported a position in BOND in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2024. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Lionshead Wealth Management held 9,036 shares of PIMCO Active Bond Exchange-Traded Fund worth $834K as of Q1 2026.
Lionshead Wealth Management bought 1,538 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $144K.
PIMCO Active Bond Exchange-Traded Fund made up 0.61% of Lionshead Wealth Management's portfolio in Q1 2026, its #45 holding.
Lionshead Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
Lionshead Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.13M in Q4 2024.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

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