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Crown Wealth Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Crown Wealth Group’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
2025
Q3 		– Sell
-2,615
Closed -$241K – 128
2025
Q2 		$241K Buy
+2,615
New +$238K 0.09% 96

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LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Crown Wealth Group's BOND Position: Q3 2025 in Review

Crown Wealth Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2025, closing a stake of 2,615 shares — an estimated $241K sold.

Crown Wealth Group first reported a position in BOND in Q2 2025 and held it in 1 quarter. The position peaked at $241K in Q2 2025. 455 funds tracked by Wall St. Rank hold BOND as of Q3 2025.

  • Crown Wealth Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Crown Wealth Group sold 2,615 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2025, an estimated $241K.
  • Crown Wealth Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2025 and held it in 1 quarter.
  • Crown Wealth Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $241K in Q2 2025.
  • 455 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2025.

Based on Crown Wealth Group's 13F filing for Q3 2025, filed 22 Oct 2025.