SEC 13F Intelligence

Lionsbridge Wealth Management LLC / PYLD

Lionsbridge Wealth Management LLC’s Pimco Etf Tr Position

Does Lionsbridge Wealth Management LLC own Pimco Etf Tr (PYLD)? Yes — 40.1K shares worth $1M (+1.06% of its 13F portfolio) as of Q1 2026, up from 39.3K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
40.1K
% of Portfolio
+1.06%
Quarters Held
7
currently held

Position History PYLD

Reported value by quarter
Q3 ’24: $1MQ3 ’24Q4 ’24: $1MQ4 ’24Q1 ’25: $986,570Q1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202640.1K$1M+1.06%
Q4 202539.3K$1M+1.06%
Q3 202547.6K$1M+1.26%
Q2 202538.7K$1M+1.02%
Q1 202537.4K$986,570+0.88%
Q4 202441.8K$1M+0.91%
Q3 202442.4K$1M+0.89%

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 PYLD.