RIL
BOND icon

Rothschild Investment LLC’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Rothschild Investment LLC’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 		$373K Hold
4,050
– – 0.01% 694
2026
Q1 		$374K Hold
4,050
– – 0.02% 484
2025
Q4 		$377K Hold
4,050
– – 0.02% 437
2025
Q3 		$378K Hold
4,050
– – 0.02% 420
2025
Q2 		$373K Hold
4,050
– – 0.02% 390
2025
Q1 		$375K Hold
4,050
– – 0.03% 389
2024
Q4 		$366K Hold
4,050
– – 0.02% 395
2024
Q3 		$383K Buy
+4,050
New +$378K 0.03% 395

Other funds holding BOND

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Rothschild Investment LLC's BOND Position: Q2 2026 in Review

Rothschild Investment LLC held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q2 2026 at 4,050 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #694.

Rothschild Investment LLC first reported a position in BOND in Q3 2024 and has held it in 8 quarters since. The position peaked at $383K in Q3 2024. 341 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Rothschild Investment LLC held 4,050 shares of PIMCO Active Bond Exchange-Traded Fund worth $373K as of Q2 2026.
  • Rothschild Investment LLC left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #694 holding.
  • Rothschild Investment LLC first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's PIMCO Active Bond Exchange-Traded Fund position peaked at $383K in Q3 2024.
  • 341 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.