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

Synergy Investment 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	$764K	Buy	8,285 +2,200	+36%	+$203K	0.18%	69
2026 Q1	$562K	Buy	6,085 +800	+15%	+$74.6K	0.18%	70
2025 Q4	$492K	Buy	5,285 +1,100	+26%	+$103K	0.17%	77
2025 Q3	$391K	Buy	4,185 +1,095	+35%	+$101K	0.15%	89
2025 Q2	$285K	Hold	3,090	–	–	0.17%	70
2025 Q1	$286K	Hold	3,090	–	–	0.12%	102
2024 Q4	$279K	Buy	+3,090	New	+$284K	0.12%	96

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Synergy Investment Management's BOND Position: Q2 2026 in Review

Synergy Investment Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 36% in Q2 2026, buying an estimated $203K and bringing the position to 8,285 shares worth $764K. The position accounts for 0.18% of the portfolio, ranked #69.

Synergy Investment Management first reported a position in BOND in Q4 2024 and has held it in 7 quarters since. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Synergy Investment Management held 8,285 shares of PIMCO Active Bond Exchange-Traded Fund worth $764K as of Q2 2026.
Synergy Investment Management bought 2,200 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $203K.
PIMCO Active Bond Exchange-Traded Fund made up 0.18% of Synergy Investment Management's portfolio in Q2 2026, its #69 holding.
Synergy Investment Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.