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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
Q1 		$56.8K Hold
616
– – 0.04% 249
2025
Q4 		$57.3K Buy
+616
New +$57.6K 0.05% 226

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AWM
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OIA
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Evolution Wealth Management held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q1 2026 at 616 shares worth $56.8K. The position accounts for 0.04% of the portfolio, ranked #249.

Evolution Wealth Management first reported a position in BOND in Q4 2025 and has held it in 2 quarters since. The position peaked at $57.3K in Q4 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Evolution Wealth Management held 616 shares of PIMCO Active Bond Exchange-Traded Fund worth $56.8K as of Q1 2026.
  • Evolution Wealth Management left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q1 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.04% of Evolution Wealth Management's portfolio in Q1 2026, its #249 holding.
  • Evolution Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
  • Evolution Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $57.3K in Q4 2025.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.