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Synergy Asset Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Synergy Asset Management’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 		– Sell
-5,661
Closed -$522K – 281
2026
Q1 		$522K Sell
5,661
-167
-3% -$15.6K 0.06% 151
2025
Q4 		$542K Buy
+5,828
New +$545K 0.06% 125

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AWM
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Bank of America
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OIA
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Osaic Holdings
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TA
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Synergy Asset Management's BOND Position: Q2 2026 in Review

Synergy Asset Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026, closing a stake of 5,661 shares — an estimated $522K sold.

Synergy Asset Management first reported a position in BOND in Q4 2025 and held it in 2 quarters. The position peaked at $542K in Q4 2025. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Synergy Asset Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Synergy Asset Management sold 5,661 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $522K.
  • Synergy Asset Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and held it in 2 quarters.
  • Synergy Asset Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $542K in Q4 2025.
  • 541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.