Oliver Lagore Vanvalin Investment Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Oliver Lagore Vanvalin 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 Q2	$740	Buy	+8	New	+$728	﹤0.01%	601
2024 Q4	$723	Sell	8 -3	-27%	-$276	﹤0.01%	624
2024 Q3	$1.04K	Hold	11	–	–	﹤0.01%	615
2024 Q2	$1K	Sell	11 -2	-15%	-$181	﹤0.01%	648
2024 Q1	$1.19K	Hold	13	–	–	﹤0.01%	649
2023 Q4	$1.2K	Hold	13	–	–	﹤0.01%	658
2023 Q3	$1.14K	Sell	13 -51	-80%	-$4.59K	﹤0.01%	735
2023 Q2	$5.86K	Buy	64 +51	+392%	+$4.7K	﹤0.01%	551
2023 Q1	$1.21K	Hold	13	–	–	﹤0.01%	611
2022 Q4	$1.18K	Hold	13	–	–	﹤0.01%	587
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	553
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	529
2022 Q1	$1K	Buy	+13	New	+$1.37K	﹤0.01%	526

Other funds holding BOND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's BOND Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2025: 8 shares worth $740. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in BOND as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in BOND in Q1 2022 and has held it in 13 quarters since. The position peaked at $5.86K in Q2 2023. 467 funds tracked by Wall St. Rank hold BOND as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 8 shares of PIMCO Active Bond Exchange-Traded Fund worth $740 as of Q2 2025.
PIMCO Active Bond Exchange-Traded Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
PIMCO Active Bond Exchange-Traded Fund made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #601 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $5.86K in Q2 2023.
467 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.