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Napa Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Napa Wealth Management’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
-5,133
Closed -$473K – 152
2025
Q2 		$473K Sell
5,133
-276
-5% -$25.1K 0.23% 101
2025
Q1 		$500K Buy
+5,409
New +$494K 0.28% 106

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TA
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OIA
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Napa Wealth Management's BOND Position: Q3 2025 in Review

Napa Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2025, closing a stake of 5,133 shares — an estimated $473K sold.

Napa Wealth Management first reported a position in BOND in Q1 2025 and held it in 2 quarters. The position peaked at $500K in Q1 2025. 455 funds tracked by Wall St. Rank hold BOND as of Q3 2025.

  • Napa Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Napa Wealth Management sold 5,133 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2025, an estimated $473K.
  • Napa Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2025 and held it in 2 quarters.
  • Napa Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $500K in Q1 2025.
  • 455 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.