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

SVB Wealth’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
Q2 		– Sell
-426
Closed -$39.4K – 677
2025
Q1 		$39.4K Buy
+426
New +$38.9K ﹤0.01% 590
2020
Q2 		– Sell
-5,400
Closed -$573K – 645
2020
Q1 		$573K Buy
+5,400
New +$587K 0.01% 297

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 $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SVB Wealth's BOND Position: Q2 2025 in Review

SVB Wealth sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2025, closing a stake of 426 shares — an estimated $39.4K sold.

SVB Wealth first reported a position in BOND in Q1 2020 and held it in 2 quarters. The position peaked at $573K in Q1 2020. 470 funds tracked by Wall St. Rank hold BOND as of Q2 2025.

  • SVB Wealth reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 426 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2025, an estimated $39.4K.
  • SVB Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2020 and held it in 2 quarters.
  • SVB Wealth's PIMCO Active Bond Exchange-Traded Fund position peaked at $573K in Q1 2020.
  • 470 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.