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

Physician 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
Q3 		– Sell
-4,017
Closed -$370K – 1922
2025
Q2 		$370K Hold
4,017
– – 0.06% 124
2025
Q1 		$371K Sell
4,017
-1,662
-29% -$152K 0.06% 118
2024
Q4 		$513K Hold
5,679
– – 0.09% 96
2024
Q3 		$530K Hold
5,679
– – 0.1% 89
2024
Q2 		$524K Sell
5,679
-2,912
-34% -$263K 0.1% 90
2024
Q1 		$765K Buy
8,591
+551
+7% +$50.4K 0.16% 73
2023
Q4 		$737K Buy
8,040
+62
+0.8% +$5.5K 0.16% 72
2023
Q3 		$696K Buy
7,978
+480
+6% +$43.2K 0.18% 68
2023
Q2 		$683K Buy
7,498
+71
+1% +$6.55K 0.17% 68
2023
Q1 		$686K Hold
7,427
– – 0.18% 65
2022
Q4 		$695K Hold
7,427
– – 0.19% 62
2022
Q3 		$668K Buy
7,427
+252
+4% +$23.9K 0.21% 62
2022
Q2 		$700K Buy
7,175
+158
+2% +$15.4K 0.2% 62
2022
Q1 		$687K Hold
7,017
– – 0.18% 66
2021
Q4 		$758K Buy
7,017
+151
+2% +$16.6K 0.2% 62
2021
Q3 		$756K Buy
6,866
+330
+5% +$36.8K 0.21% 61
2021
Q2 		$731K Buy
6,536
+416
+7% +$45.9K 0.21% 63
2021
Q1 		$671K Sell
6,120
-491
-7% -$54.7K 0.22% 65
2020
Q4 		$739K Buy
6,611
+528
+9% +$59.3K 0.25% 57
2020
Q3 		$677K Buy
6,083
+47
+0.8% +$5.28K 0.27% 50
2020
Q2 		$683K Sell
6,036
-179
-3% -$19.6K 0.28% 54
2020
Q1 		$677K Sell
6,215
-2,138
-26% -$232K 0.34% 47
2019
Q4 		$905K Buy
8,353
+286
+4% +$31K 0.4% 37
2019
Q3 		$876K Buy
+8,067
New +$873K 0.43% 37

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Physician Wealth Advisors's BOND Position: Q3 2025 in Review

Physician Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2025, closing a stake of 4,017 shares — an estimated $370K sold.

Physician Wealth Advisors first reported a position in BOND in Q3 2019 and held it in 24 quarters. The position peaked at $905K in Q4 2019. 455 funds tracked by Wall St. Rank hold BOND as of Q3 2025.

  • Physician Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 4,017 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2025, an estimated $370K.
  • Physician Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2019 and held it in 24 quarters.
  • Physician Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $905K in Q4 2019.
  • 455 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.