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

Pacific Capital 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 Q1	–	Sell	-536	Closed	-$48.5K	–	120
2024 Q4	$48.5K	Hold	536	–	–	0.01%	151
2024 Q3	$50.7K	Hold	536	–	–	0.01%	154
2024 Q2	$48.8K	Hold	536	–	–	0.01%	151
2024 Q1	$49.2K	Hold	536	–	–	0.01%	135
2023 Q4	$49.6K	Buy	+536	New	+$47.5K	0.01%	134
2020 Q4	–	Sell	-809	Closed	-$91K	–	81
2020 Q3	$91K	Buy	+809	New	+$91K	0.05%	87

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pacific Capital Wealth Advisors's BOND Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2025, closing a stake of 536 shares — an estimated $48.5K sold.

Pacific Capital Wealth Advisors first reported a position in BOND in Q3 2020 and held it in 6 quarters. The position peaked at $91K in Q3 2020. 454 funds tracked by Wall St. Rank hold BOND as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 536 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2025, an estimated $48.5K.
Pacific Capital Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $91K in Q3 2020.
454 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.