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

Navis 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	$2.4M	Buy	+26,000	New	+$2.43M	1.22%	12

Other funds holding BOND

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

AWM

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

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

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

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

Navis Wealth Advisors opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2026: 26,000 shares worth $2.4M. The stake represents 1.22% of the portfolio and ranks #12 among its holdings.

520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

Navis Wealth Advisors held 26,000 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.4M as of Q1 2026.
PIMCO Active Bond Exchange-Traded Fund was a new Navis Wealth Advisors position in Q1 2026.
PIMCO Active Bond Exchange-Traded Fund made up 1.22% of Navis Wealth Advisors's portfolio in Q1 2026, its #12 holding.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.