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Everhart Financial Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Everhart Financial 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
-3,165
Closed -$292K – 392
2025
Q2 		$292K Sell
3,165
-400
-11% -$36.4K 0.03% 290
2025
Q1 		$330K Buy
+3,565
New +$326K 0.05% 269

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Everhart Financial Group's BOND Position: Q3 2025 in Review

Everhart Financial Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2025, closing a stake of 3,165 shares — an estimated $292K sold.

Everhart Financial Group first reported a position in BOND in Q1 2025 and held it in 2 quarters. The position peaked at $330K in Q1 2025. 455 funds tracked by Wall St. Rank hold BOND as of Q3 2025.

  • Everhart Financial Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Everhart Financial Group sold 3,165 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2025, an estimated $292K.
  • Everhart Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2025 and held it in 2 quarters.
  • Everhart Financial Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $330K in Q1 2025.
  • 455 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2025.

Based on Everhart Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.