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

BAM Wealth Management’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
2026
Q3 		$6.84M Buy
78,685
+8,007
+11% +$722K 3.7% 1
2026
Q2 		$6.52M Buy
70,678
+3,503
+5% +$323K 4.08% 1
2026
Q1 		$6.2M Buy
67,175
+600
+0.9% +$56K 4.64% 1
2025
Q4 		$6.2M Buy
66,575
+2,199
+3% +$206K 4.48% 1
2025
Q3 		$6.01M Buy
+64,376
New +$5.94M 4.65% 1

Other funds holding BOND

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Buck Wealth Strategies
Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Christian Investment Advisors
Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

BAM Wealth Management's BOND Position: Q3 2026 in Review

BAM Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 11% in Q3 2026, buying an estimated $722K and bringing the position to 78,685 shares worth $6.84M. The position accounts for 3.7% of the portfolio, ranked #1.

BAM Wealth Management first reported a position in BOND in Q3 2025 and has held it in 5 quarters since. 322 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • BAM Wealth Management held 78,685 shares of PIMCO Active Bond Exchange-Traded Fund worth $6.84M as of Q3 2026.
  • BAM Wealth Management bought 8,007 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $722K.
  • PIMCO Active Bond Exchange-Traded Fund made up 3.7% of BAM Wealth Management's portfolio in Q3 2026, its #1 holding.
  • BAM Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q3 2025 and has held it in 5 quarters since.
  • 322 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.