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 Q2	$823K	Sell	8,920 -116	-1%	-$10.7K	0.53%	50
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 $1.89T 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 22.9% 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

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

Lionshead Wealth Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 1.3% in Q2 2026, selling an estimated $10.7K and leaving 8,920 shares worth $823K. The position accounts for 0.53% of the portfolio, ranked #50.

Lionshead Wealth Management first reported a position in BOND in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q4 2024. 546 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Lionshead Wealth Management held 8,920 shares of PIMCO Active Bond Exchange-Traded Fund worth $823K as of Q2 2026.
Lionshead Wealth Management sold 116 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $10.7K.
PIMCO Active Bond Exchange-Traded Fund made up 0.53% of Lionshead Wealth Management's portfolio in Q2 2026, its #50 holding.
Lionshead Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Lionshead Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.13M in Q4 2024.
546 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.