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Lynch Investment Planning’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Lynch Investment Planning’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 		$19.5M Buy
210,964
+18,720
+10% +$1.72M 14.95% 1
2026
Q1 		$17.7M Buy
192,244
+39,090
+26% +$3.65M 15.94% 1
2025
Q4 		$14.3M Buy
+153,154
New +$14.3M 13.72% 1

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Lynch Investment Planning's BOND Position: Q2 2026 in Review

Lynch Investment Planning increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 9.7% in Q2 2026, buying an estimated $1.72M and bringing the position to 210,964 shares worth $19.5M. The position accounts for 14.95% of the portfolio, ranked #1.

Lynch Investment Planning first reported a position in BOND in Q4 2025 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Lynch Investment Planning held 210,964 shares of PIMCO Active Bond Exchange-Traded Fund worth $19.5M as of Q2 2026.
  • Lynch Investment Planning bought 18,720 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $1.72M.
  • PIMCO Active Bond Exchange-Traded Fund made up 14.95% of Lynch Investment Planning's portfolio in Q2 2026, its #1 holding.
  • Lynch Investment Planning first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 539 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Lynch Investment Planning's 13F filing for Q2 2026, filed 17 Jul 2026.