Avaii Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Avaii Wealth 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 Q1	$272K	Sell	2,947 -567	-16%	-$52.9K	0.09%	130
2025 Q4	$327K	Sell	3,514 -37	-1%	-$3.46K	0.12%	105
2025 Q3	$332K	Sell	3,551 -293	-8%	-$27K	0.13%	100
2025 Q2	$354K	Buy	3,844 +36	+0.9%	+$3.27K	0.16%	85
2025 Q1	$352K	Buy	3,808 +1,398	+58%	+$128K	0.19%	71
2024 Q4	$218K	Buy	+2,410	New	+$222K	0.11%	120
2024 Q2	–	Sell	-2,233	Closed	-$205K	–	144
2024 Q1	$205K	Sell	2,233 -179	-7%	-$16.4K	0.12%	135
2023 Q4	$223K	Sell	2,412 -548	-19%	-$48.6K	0.15%	128
2023 Q3	$260K	Sell	2,960 -3,317	-53%	-$299K	0.2%	107
2023 Q2	$575K	Buy	6,277 +1,509	+32%	+$139K	0.44%	54
2023 Q1	$442K	Buy	4,768 +923	+24%	+$85.3K	0.39%	57
2022 Q4	$348K	Buy	+3,845	New	+$346K	0.31%	80

Other funds holding BOND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avaii Wealth Management's BOND Position: Q1 2026 in Review

Avaii Wealth Management reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 16% in Q1 2026, selling an estimated $52.9K and leaving 2,947 shares worth $272K. The position accounts for 0.09% of the portfolio, ranked #130.

Avaii Wealth Management first reported a position in BOND in Q4 2022 and has held it in 12 quarters since. The position peaked at $575K in Q2 2023. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Avaii Wealth Management held 2,947 shares of PIMCO Active Bond Exchange-Traded Fund worth $272K as of Q1 2026.
Avaii Wealth Management sold 567 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $52.9K.
PIMCO Active Bond Exchange-Traded Fund made up 0.09% of Avaii Wealth Management's portfolio in Q1 2026, its #130 holding.
Avaii Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and has held it in 12 quarters since.
Avaii Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $575K in Q2 2023.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.