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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
Q2 		– Sell
-2,266
Closed -$209K – 184
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Evolution Wealth Advisors's BOND Position: Q2 2026 in Review

Evolution Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026, closing a stake of 2,266 shares — an estimated $209K sold.

Evolution Wealth Advisors first reported a position in BOND in Q4 2018 and held it in 15 quarters. The position peaked at $296K in Q3 2025. 542 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Evolution Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Evolution Wealth Advisors sold 2,266 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $209K.
  • Evolution Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2018 and held it in 15 quarters.
  • Evolution Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $296K in Q3 2025.
  • 542 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.