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Lokken Investment Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Lokken Investment Group’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
2025
Q3 		$685K Buy
7,343
+233
+3% +$21.5K 0.24% 80
2025
Q2 		$655K Sell
7,110
-15
-0.2% -$1.36K 0.25% 76
2025
Q1 		$659K Buy
+7,125
New +$651K 0.28% 72

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lokken Investment Group's BOND Position: Q3 2025 in Review

Lokken Investment Group increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.3% in Q3 2025, buying an estimated $21.5K and bringing the position to 7,343 shares worth $685K. The position accounts for 0.24% of the portfolio, ranked #80.

Lokken Investment Group first reported a position in BOND in Q1 2025 and has held it in 3 quarters since. 455 funds tracked by Wall St. Rank hold BOND as of Q3 2025.

  • Lokken Investment Group held 7,343 shares of PIMCO Active Bond Exchange-Traded Fund worth $685K as of Q3 2025.
  • Lokken Investment Group bought 233 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2025, an estimated $21.5K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.24% of Lokken Investment Group's portfolio in Q3 2025, its #80 holding.
  • Lokken Investment Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2025 and has held it in 3 quarters since.
  • 455 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.