Northwest Financial Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Northwest Financial 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 Q2	$1.26M	Buy	13,692 +6,685	+95%	+$615K	0.17%	27
2026 Q1	$647K	Buy	7,007 +537	+8%	+$50.1K	1.25%	20
2025 Q4	$602K	Sell	6,470 -26,386	-80%	-$2.47M	1.24%	23
2025 Q3	$3.07M	Buy	32,856 +7,362	+29%	+$679K	3.94%	4
2025 Q2	$2.35M	Buy	25,494 +6,007	+31%	+$547K	3.28%	6
2025 Q1	$1.8M	Buy	19,487 +4,794	+33%	+$438K	1.49%	16
2024 Q4	$1.33M	Buy	14,693 +4,409	+43%	+$406K	1.1%	21
2024 Q3	$973K	Buy	+10,284	New	+$960K	0.77%	26

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Northwest Financial Advisors's BOND Position: Q2 2026 in Review

Northwest Financial Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 95% in Q2 2026, buying an estimated $615K and bringing the position to 13,692 shares worth $1.26M. The position accounts for 0.17% of the portfolio, ranked #27.

Northwest Financial Advisors first reported a position in BOND in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.07M in Q3 2025. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Northwest Financial Advisors held 13,692 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.26M as of Q2 2026.
Northwest Financial Advisors bought 6,685 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $615K.
PIMCO Active Bond Exchange-Traded Fund made up 0.17% of Northwest Financial Advisors's portfolio in Q2 2026, its #27 holding.
Northwest Financial Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
Northwest Financial Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $3.07M in Q3 2025.
541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.