Forvis Mazars Wealth Advisors
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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
Q3 		$2.16M Buy
24,790
+1,663
+7% +$150K 0.04% 157
2026
Q2 		$2.13M Sell
23,127
-381
-2% -$35.1K 0.04% 150
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Buck Wealth Strategies
Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

Forvis Mazars Wealth Advisors's BOND Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 7.2% in Q3 2026, buying an estimated $150K and bringing the position to 24,790 shares worth $2.16M. The position accounts for 0.04% of the portfolio, ranked #157.

Forvis Mazars Wealth Advisors first reported a position in BOND in Q3 2021 and has held it in 21 quarters since. The position peaked at $21.1M in Q4 2022. 368 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 24,790 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.16M as of Q3 2026.
  • Forvis Mazars Wealth Advisors bought 1,663 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $150K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.04% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #157 holding.
  • Forvis Mazars Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2021 and has held it in 21 quarters since.
  • Forvis Mazars Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $21.1M in Q4 2022.
  • 368 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.