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

IVC 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 		– Sell
-4,082
Closed -$380K – 179
2025
Q4 		$380K Buy
+4,082
New +$382K 0.17% 112

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

IVC Wealth Advisors's BOND Position: Q1 2026 in Review

IVC Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2026, closing a stake of 4,082 shares — an estimated $380K sold.

IVC Wealth Advisors first reported a position in BOND in Q4 2025 and held it in 1 quarter. The position peaked at $380K in Q4 2025. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • IVC Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • IVC Wealth Advisors sold 4,082 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $380K.
  • IVC Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2025 and held it in 1 quarter.
  • IVC Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $380K in Q4 2025.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on IVC Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.