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

JFS 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
2025 Q4	–	Sell	-17	Closed	-$1.59K	–	1923
2025 Q3	$1.59K	Buy	+17	New	+$1.57K	﹤0.01%	1498
2025 Q2	–	Sell	-586	Closed	-$54.2K	–	1886
2025 Q1	$54.2K	Buy	+586	New	+$53.5K	﹤0.01%	452
2024 Q3	–	Sell	-194	Closed	-$17.7K	–	1970
2024 Q2	$17.7K	Buy	+194	New	+$17.5K	﹤0.01%	627
2020 Q2	–	Sell	-2,096	Closed	-$223K	–	531
2020 Q1	$223K	Hold	2,096	–	–	0.07%	119
2019 Q4	$226K	Hold	2,096	–	–	0.06%	133
2019 Q3	$228K	Buy	+2,096	New	+$227K	0.06%	133
2015 Q3	–	Sell	-243	Closed	-$26K	–	488
2015 Q2	$26K	Hold	243	–	–	0.01%	242
2015 Q1	$27K	Sell	243 -91	-27%	-$9.96K	0.01%	243
2014 Q4	$36K	Buy	334 +7	+2%	+$763	0.01%	218
2014 Q3	$36K	Buy	+327	New	+$35.6K	0.01%	212

Other funds holding BOND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JFS Wealth Advisors's BOND Position: Q4 2025 in Review

JFS Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2025, closing a stake of 17 shares — an estimated $1.59K sold.

JFS Wealth Advisors first reported a position in BOND in Q3 2014 and held it in 10 quarters. The position peaked at $228K in Q3 2019. 501 funds tracked by Wall St. Rank hold BOND as of Q4 2025.

JFS Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
JFS Wealth Advisors sold 17 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2025, an estimated $1.59K.
JFS Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2014 and held it in 10 quarters.
JFS Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $228K in Q3 2019.
501 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.