SEC 13F Intelligence

Northwest Financial Advisors / BOND

Northwest Financial Advisors’s Pimco Etf Tr Position

Does Northwest Financial Advisors own Pimco Etf Tr (BOND)? Yes — 7.0K shares worth $646,628 (+1.25% of its 13F portfolio) as of Q1 2026, up from 6.5K shares the prior filed quarter.

Position Value
$646,628
Q1 2026
Shares
7.0K
% of Portfolio
+1.25%
Quarters Held
7
currently held

Position History BOND

Reported value by quarter
Q3 ’24: $972,965Q3 ’24Q4 ’24: $1MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $602,245Q4 ’25Q1 ’26: $646,628Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.0K$646,628+1.25%
Q4 20256.5K$602,245+1.24%
Q3 202532.9K$3M+3.94%
Q2 202525.5K$2M+3.28%
Q1 202519.5K$2M+1.49%
Q4 202414.7K$1M+1.10%
Q3 202410.3K$972,965+0.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northwest Financial Advisors’s full portfolio or all institutional holders of BOND.