Lloyd Advisory Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Lloyd Advisory Services’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	$556	Buy	+6	New	+$552	﹤0.01%	590
2022 Q1	–	Sell	-2	Closed	–	–	605
2021 Q4	$0	Hold	2	–	–	﹤0.01%	427
2021 Q3	$0	Buy	+2	New	+$223	﹤0.01%	390
2021 Q1	–	Sell	-2	Closed	–	–	380
2020 Q4	$0	Buy	+2	New	+$225	﹤0.01%	363
2020 Q3	–	Sell	-43	Closed	-$5K	–	330
2020 Q2	$5K	Buy	+43	New	+$4.71K	﹤0.01%	208

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

Lloyd Advisory Services's BOND Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026: 6 shares worth $556. The stake represents ﹤0.01% of the portfolio and ranks #590 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in BOND as recently as Q4 2021.

Lloyd Advisory Services first reported a position in BOND in Q2 2020 and has held it in 5 quarters since. The position peaked at $5K in Q2 2020. 546 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Lloyd Advisory Services held 6 shares of PIMCO Active Bond Exchange-Traded Fund worth $556 as of Q2 2026.
PIMCO Active Bond Exchange-Traded Fund was a new Lloyd Advisory Services position in Q2 2026.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #590 holding.
Lloyd Advisory Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2020 and has held it in 5 quarters since.
Lloyd Advisory Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $5K in Q2 2020.
546 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.