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Evergreen Capital Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Evergreen Capital 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
2025
Q1 		– Sell
-2,369
Closed -$215K – 1101
2024
Q4 		$215K Hold
2,369
– – 0.01% 942
2024
Q3 		$224K Hold
2,369
– – 0.01% 866
2024
Q2 		$216K Sell
2,369
-2,025
-46% -$183K 0.01% 823
2024
Q1 		$404K Sell
4,394
-301
-6% -$27.5K 0.02% 510
2023
Q4 		$436K Sell
4,695
-1,317
-22% -$117K 0.02% 454
2023
Q3 		$528K Sell
6,012
-205
-3% -$18.5K 0.02% 376
2023
Q2 		$570K Sell
6,217
-532
-8% -$49.1K 0.02% 367
2023
Q1 		$626K Hold
6,749
– – 0.03% 336
2022
Q4 		$613K Sell
6,749
-869
-11% -$78.2K 0.03% 334
2022
Q3 		$684K Sell
7,618
-572
-7% -$54.1K 0.04% 298
2022
Q2 		$780K Sell
8,190
-3,905
-32% -$379K 0.04% 275
2022
Q1 		$1.23M Buy
12,095
+3,974
+49% +$418K 0.05% 262
2021
Q4 		$889K Sell
8,121
-391
-5% -$42.9K 0.04% 300
2021
Q3 		$941K Buy
8,512
+25
+0.3% +$2.79K 0.04% 285
2021
Q2 		$942K Buy
8,487
+25
+0.3% +$2.76K 0.05% 272
2021
Q1 		$926K Buy
8,462
+23
+0.3% +$2.56K 0.05% 261
2020
Q4 		$955K Buy
8,439
+3,599
+74% +$404K 0.06% 229
2020
Q3 		$544K Buy
4,840
+95
+2% +$10.7K 0.04% 251
2020
Q2 		$529K Hold
4,745
– – 0.04% 236
2020
Q1 		$504K Sell
4,745
-275
-5% -$29.9K 0.05% 219
2019
Q4 		$541K Buy
5,020
+1,600
+47% +$173K 0.05% 239
2019
Q3 		$372K Buy
+3,420
New +$370K 0.03% 266

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evergreen Capital Management's BOND Position: Q1 2025 in Review

Evergreen Capital Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2025, closing a stake of 2,369 shares — an estimated $215K sold.

Evergreen Capital Management first reported a position in BOND in Q3 2019 and held it in 22 quarters. The position peaked at $1.23M in Q1 2022. 454 funds tracked by Wall St. Rank hold BOND as of Q1 2025.

  • Evergreen Capital Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 2,369 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2025, an estimated $215K.
  • Evergreen Capital Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2019 and held it in 22 quarters.
  • Evergreen Capital Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $1.23M in Q1 2022.
  • 454 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2025.

Based on Evergreen Capital Management's 13F filing for Q1 2025, filed 15 May 2025.