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EWG Elevate’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

EWG Elevate’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 		$3.29M Buy
35,283
+1,926
+6% +$178K 1.03% 39
2025
Q2 		$3.07M Buy
33,357
+272
+0.8% +$24.7K 0.95% 33
2025
Q1 		$3.06M Buy
33,085
+8,844
+36% +$808K 1.14% 25
2024
Q4 		$2.19M Buy
24,241
+1,796
+8% +$165K 0.67% 44
2024
Q3 		$2.12M Sell
22,445
-422
-2% -$39.4K 0.85% 31
2024
Q2 		$2.08M Buy
22,867
+1,047
+5% +$94.7K 0.76% 41
2024
Q1 		$2M Buy
21,820
+464
+2% +$42.5K 0.76% 43
2023
Q4 		$1.97M Buy
21,356
+425
+2% +$37.7K 0.82% 37
2023
Q3 		$1.84M Buy
20,931
+593
+3% +$53.4K 0.83% 39
2023
Q2 		$1.86M Buy
20,338
+1,751
+9% +$161K 0.77% 41
2023
Q1 		$1.72M Buy
18,587
+702
+4% +$64.9K 0.74% 42
2022
Q4 		$1.62M Buy
17,885
+739
+4% +$66.5K 0.82% 28
2022
Q3 		$1.54M Sell
17,146
-1,355
-7% -$128K 0.87% 23
2022
Q2 		$1.76M Sell
18,501
-8,779
-32% -$853K 0.86% 29
2022
Q1 		$2.78M Buy
27,280
+3,477
+15% +$366K 1.09% 29
2021
Q4 		$2.6M Sell
23,803
-24,165
-50% -$2.65M 1.28% 18
2021
Q3 		$5.3M Buy
47,968
+7,253
+18% +$809K 2.19% 15
2021
Q2 		$4.5M Buy
40,715
+648
+2% +$71.5K 1.75% 24
2021
Q1 		$4.39M Buy
40,067
+4,562
+13% +$508K 1.94% 23
2020
Q4 		$4.02M Buy
35,505
+1,925
+6% +$216K 1.85% 24
2020
Q3 		$3.77M Buy
33,580
+291
+0.9% +$32.7K 2.2% 22
2020
Q2 		$3.71M Buy
33,289
+404
+1% +$44.2K 2.51% 19
2020
Q1 		$3.49M Buy
32,885
+10,134
+45% +$1.1M 2.64% 14
2019
Q4 		$2.45M Buy
+22,751
New +$2.46M 1.33% 23

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

EWG Elevate's BOND Position: Q3 2025 in Review

EWG Elevate increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 5.8% in Q3 2025, buying an estimated $178K and bringing the position to 35,283 shares worth $3.29M. The position accounts for 1.03% of the portfolio, ranked #39.

EWG Elevate first reported a position in BOND in Q4 2019 and has held it in 24 quarters since. The position peaked at $5.3M in Q3 2021. 455 funds tracked by Wall St. Rank hold BOND as of Q3 2025.

  • EWG Elevate held 35,283 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.29M as of Q3 2025.
  • EWG Elevate bought 1,926 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2025, an estimated $178K.
  • PIMCO Active Bond Exchange-Traded Fund made up 1.03% of EWG Elevate's portfolio in Q3 2025, its #39 holding.
  • EWG Elevate first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 24 quarters since.
  • EWG Elevate's PIMCO Active Bond Exchange-Traded Fund position peaked at $5.3M in Q3 2021.
  • 455 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.