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Forvis Mazars Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Forvis Mazars 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
Q1 		$2.17M Buy
23,508
+793
+3% +$74K 0.04% 142
2025
Q4 		$2.11M Buy
22,715
+75
+0.3% +$7.02K 0.04% 154
2025
Q3 		$2.11M Buy
22,640
+120
+0.5% +$11.1K 0.04% 152
2025
Q2 		$2.08M Sell
22,520
-400
-2% -$36.4K 0.04% 152
2025
Q1 		$2.12M Buy
22,920
+605
+3% +$55.2K 0.05% 148
2024
Q4 		$2.02M Sell
22,315
-1,924
-8% -$177K 0.05% 158
2024
Q3 		$2.29M Buy
24,239
+4,670
+24% +$436K 0.05% 156
2024
Q2 		$1.78M Buy
19,569
+6,082
+45% +$550K 0.04% 171
2024
Q1 		$1.24M Sell
13,487
-662
-5% -$60.6K 0.03% 198
2023
Q4 		$1.31M Buy
14,149
+2,258
+19% +$200K 0.04% 186
2023
Q3 		$1.05M Sell
11,891
-3,252
-21% -$293K 0.03% 200
2023
Q2 		$1.39M Sell
15,143
-8,998
-37% -$830K 0.04% 191
2023
Q1 		$2.24M Sell
24,141
-209,338
-90% -$19.4M 0.07% 139
2022
Q4 		$21.1M Buy
233,479
+37,312
+19% +$3.36M 0.74% 25
2022
Q3 		$17.6M Buy
196,167
+22,436
+13% +$2.12M 0.71% 26
2022
Q2 		$16.5M Buy
173,731
+86,152
+98% +$8.37M 0.67% 28
2022
Q1 		$8.91M Buy
87,579
+85,483
+4,078% +$9M 0.38% 33
2021
Q4 		$229K Sell
2,096
-27
-1% -$2.96K 0.01% 267
2021
Q3 		$235K Buy
+2,123
New +$237K 0.01% 250

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
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

Forvis Mazars Wealth Advisors's BOND Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 3.5% in Q1 2026, buying an estimated $74K and bringing the position to 23,508 shares worth $2.17M. The position accounts for 0.04% of the portfolio, ranked #142.

Forvis Mazars Wealth Advisors first reported a position in BOND in Q3 2021 and has held it in 19 quarters since. The position peaked at $21.1M in Q4 2022. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 23,508 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.17M as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 793 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $74K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.04% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #142 holding.
  • Forvis Mazars Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2021 and has held it in 19 quarters since.
  • Forvis Mazars Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $21.1M in Q4 2022.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.