SEC 13F Intelligence

Lionsbridge Wealth Management LLC / BOND

Lionsbridge Wealth Management LLC’s Pimco Etf Tr Position

Does Lionsbridge Wealth Management LLC own Pimco Etf Tr (BOND)? Yes — 17.8K shares worth $2M (+1.65% of its 13F portfolio) as of Q1 2026, down from 18.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
17.8K
% of Portfolio
+1.65%
Quarters Held
7
currently held

Position History BOND

Reported value by quarter
Q3 ’24: $447,411Q3 ’24Q4 ’24: $414,033Q4 ’24Q1 ’25: $392,905Q1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.8K$2M+1.65%
Q4 202518.2K$2M+1.71%
Q3 202517.3K$2M+1.60%
Q2 202517.8K$2M+1.64%
Q1 20254.2K$392,905+0.35%
Q4 20244.6K$414,033+0.35%
Q3 20244.7K$447,411+0.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of BOND.