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Wolf Group Capital Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Wolf Group Capital 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 		$1.26M Buy
13,646
+6,992
+105% +$638K 0.42% 75
2024
Q4 		$610K Hold
6,654
– – 0.3% 78
2024
Q3 		$610K Sell
6,654
-807
-11% -$75.3K 0.29% 79
2024
Q2 		$680K Buy
7,461
+807
+12% +$73K 0.27% 85
2024
Q1 		$610K Hold
6,654
– – 0.29% 79
2023
Q4 		$610K Buy
6,654
+153
+2% +$13.6K 0.29% 79
2023
Q3 		$572K Sell
6,501
-19
-0.3% -$1.71K 0.27% 81
2023
Q2 		$600K Buy
6,520
+20
+0.3% +$1.84K 0.3% 78
2023
Q1 		$603K Sell
6,500
-840
-11% -$77.6K 0.3% 76
2022
Q4 		$664K Buy
7,340
+87
+1% +$7.83K 0.31% 77
2022
Q3 		$651K Buy
7,253
+34
+0.5% +$3.22K 0.36% 74
2022
Q2 		$688K Sell
7,219
-308
-4% -$29.9K 0.36% 75
2022
Q1 		$766K Sell
7,527
-14,143
-65% -$1.49M 0.39% 68
2021
Q4 		$2.37M Buy
21,670
+14,386
+198% +$1.58M 0.39% 69
2021
Q3 		$805K Buy
7,284
+230
+3% +$25.6K 0.44% 70
2021
Q2 		$783K Buy
7,054
+1,026
+17% +$113K 0.42% 67
2021
Q1 		$660K Buy
6,028
+109
+2% +$12.1K 0.38% 67
2020
Q4 		$670K Buy
5,919
+460
+8% +$51.6K 0.41% 62
2020
Q3 		$614K Buy
5,459
+1,034
+23% +$116K 0.43% 61
2020
Q2 		$494K Buy
4,425
+670
+18% +$73.4K 0.37% 58
2020
Q1 		$399K Buy
3,755
+169
+5% +$18.4K 0.33% 58
2019
Q4 		$387K Buy
3,586
+1,016
+40% +$110K 0.25% 58
2019
Q3 		$280K Sell
2,570
-860
-25% -$93.1K 0.19% 65
2019
Q2 		$369K Buy
3,430
+200
+6% +$21.2K 0.26% 57
2019
Q1 		$341K Buy
+3,230
New +$335K 0.23% 67

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolf Group Capital Advisors's BOND Position: Q1 2025 in Review

Wolf Group Capital Advisors increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 105% in Q1 2025, buying an estimated $638K and bringing the position to 13,646 shares worth $1.26M. The position accounts for 0.42% of the portfolio, ranked #75.

Wolf Group Capital Advisors first reported a position in BOND in Q1 2019 and has held it in 25 quarters since. The position peaked at $2.37M in Q4 2021. 454 funds tracked by Wall St. Rank hold BOND as of Q1 2025.

  • Wolf Group Capital Advisors held 13,646 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.26M as of Q1 2025.
  • Wolf Group Capital Advisors bought 6,992 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2025, an estimated $638K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.42% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #75 holding.
  • Wolf Group Capital Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2019 and has held it in 25 quarters since.
  • Wolf Group Capital Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.37M in Q4 2021.
  • 454 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2025.

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