Evolution Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Evolution Wealth Advisors’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	$209K	Sell	2,266 -280	-11%	-$26.1K	0.02%	164
2025 Q4	$237K	Sell	2,546 -626	-20%	-$58.6K	0.02%	148
2025 Q3	$296K	Sell	3,172 -17	-0.5%	-$1.57K	0.04%	129
2025 Q2	$294K	Buy	3,189 +1,012	+46%	+$92.1K	0.04%	132
2025 Q1	$201K	Buy	+2,177	New	+$199K	0.03%	144
2024 Q4	–	Sell	-2,177	Closed	-$206K	–	146
2024 Q3	$206K	Buy	+2,177	New	+$203K	0.04%	128
2021 Q4	–	Sell	-1,917	Closed	-$212K	–	220
2021 Q3	$212K	Buy	1,917 +630	+49%	+$70.2K	0.05%	107
2021 Q2	$143K	Hold	1,287	–	–	0.03%	148
2021 Q1	$141K	Buy	1,287 +24	+2%	+$2.67K	0.03%	129
2020 Q4	$143K	Buy	1,263 +218	+21%	+$24.5K	0.03%	115
2020 Q3	$117K	Buy	1,045 +350	+50%	+$39.3K	0.03%	130
2020 Q2	$78K	Hold	695	–	–	0.03%	122
2020 Q1	$74K	Hold	695	–	–	0.03%	99
2019 Q4	$75K	Buy	+695	New	+$75.2K	0.02%	125
2019 Q1	–	Sell	-1,380	Closed	-$142K	–	105
2018 Q4	$142K	Buy	+1,380	New	+$140K	0.06%	64

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

Evolution Wealth Advisors's BOND Position: Q1 2026 in Review

Evolution Wealth Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 11% in Q1 2026, selling an estimated $26.1K and leaving 2,266 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #164.

Evolution Wealth Advisors first reported a position in BOND in Q4 2018 and has held it in 15 quarters since. The position peaked at $296K in Q3 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Evolution Wealth Advisors held 2,266 shares of PIMCO Active Bond Exchange-Traded Fund worth $209K as of Q1 2026.
Evolution Wealth Advisors sold 280 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $26.1K.
PIMCO Active Bond Exchange-Traded Fund made up 0.02% of Evolution Wealth Advisors's portfolio in Q1 2026, its #164 holding.
Evolution Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2018 and has held it in 15 quarters since.
Evolution Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $296K in Q3 2025.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.