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

Evolution Wealth 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
2026
Q2 		$60.6K Buy
657
+41
+7% +$3.77K 0.04% 282
2026
Q1 		$56.8K Hold
616
– – 0.04% 249
2025
Q4 		$57.3K Buy
+616
New +$57.6K 0.05% 226

Other funds holding BOND

Morgan Stanley
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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 Management's BOND Position: Q2 2026 in Review

Evolution Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 6.7% in Q2 2026, buying an estimated $3.77K and bringing the position to 657 shares worth $60.6K. The position accounts for 0.04% of the portfolio, ranked #282.

Evolution Wealth Management first reported a position in BOND in Q4 2025 and has held it in 3 quarters since. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Evolution Wealth Management held 657 shares of PIMCO Active Bond Exchange-Traded Fund worth $60.6K as of Q2 2026.
  • Evolution Wealth Management bought 41 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $3.77K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.04% of Evolution Wealth Management's portfolio in Q2 2026, its #282 holding.
  • Evolution Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.