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Fortis Capital Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Fortis Capital 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
2025
Q3 		– Sell
-2,518
Closed -$232K – 287
2025
Q2 		$232K Sell
2,518
-696
-22% -$63.3K 0.04% 220
2025
Q1 		$297K Sell
3,214
-390
-11% -$35.6K 0.06% 208
2024
Q4 		$338K Hold
3,604
– – 0.12% 135
2024
Q3 		$341K Sell
3,604
-58
-2% -$5.41K 0.11% 136
2024
Q2 		$334K Sell
3,662
-70
-2% -$6.33K 0.12% 132
2024
Q1 		$343K Sell
3,732
-885
-19% -$81K 0.14% 127
2023
Q4 		$427K Sell
4,617
-2,218
-32% -$197K 0.23% 68
2023
Q3 		$601K Sell
6,835
-973
-12% -$87.6K 0.39% 46
2023
Q2 		$715K Hold
7,808
– – 0.42% 39
2023
Q1 		$724K Hold
7,808
– – 0.39% 38
2022
Q4 		$706K Buy
+7,808
New +$702K 0.42% 34

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

Fortis Capital Advisors's BOND Position: Q3 2025 in Review

Fortis Capital Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2025, closing a stake of 2,518 shares — an estimated $232K sold.

Fortis Capital Advisors first reported a position in BOND in Q4 2022 and held it in 11 quarters. The position peaked at $724K in Q1 2023. 455 funds tracked by Wall St. Rank hold BOND as of Q3 2025.

  • Fortis Capital Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 2,518 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2025, an estimated $232K.
  • Fortis Capital Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2022 and held it in 11 quarters.
  • Fortis Capital Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $724K in Q1 2023.
  • 455 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2025.

Based on Fortis Capital Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.