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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BAM Wealth Management's BOND Position: Q2 2026 in Review

BAM Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 5.2% in Q2 2026, buying an estimated $323K and bringing the position to 70,678 shares worth $6.52M. The position accounts for 4.08% of the portfolio, ranked #1.

BAM Wealth Management first reported a position in BOND in Q3 2025 and has held it in 4 quarters since. 328 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • BAM Wealth Management held 70,678 shares of PIMCO Active Bond Exchange-Traded Fund worth $6.52M as of Q2 2026.
  • BAM Wealth Management bought 3,503 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $323K.
  • PIMCO Active Bond Exchange-Traded Fund made up 4.08% of BAM Wealth Management's portfolio in Q2 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 4 quarters since.
  • 328 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.