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NWF Advisory Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

NWF Advisory Services’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
-2,379
Closed -$221K – 416
2025
Q4 		$221K Sell
2,379
-319
-12% -$29.8K 0.02% 345
2025
Q3 		$252K Sell
2,698
-2,407
-47% -$222K 0.03% 327
2025
Q2 		$471K Buy
+5,105
New +$464K 0.06% 218

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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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NWF Advisory Services's BOND Position: Q1 2026 in Review

NWF Advisory Services sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2026, closing a stake of 2,379 shares — an estimated $221K sold.

NWF Advisory Services first reported a position in BOND in Q2 2025 and held it in 3 quarters. The position peaked at $471K in Q2 2025. 526 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • NWF Advisory Services reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • NWF Advisory Services sold 2,379 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $221K.
  • NWF Advisory Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2025 and held it in 3 quarters.
  • NWF Advisory Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $471K in Q2 2025.
  • 526 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.