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

Hamilton 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
2026
Q1 		$3.46M Sell
37,446
-4,304
-10% -$402K 0.67% 35
2025
Q4 		$3.89M Sell
41,750
-1,881
-4% -$176K 0.74% 33
2025
Q3 		$4.07M Sell
43,631
-8,756
-17% -$808K 0.85% 33
2025
Q2 		$4.83M Sell
52,387
-8,998
-15% -$819K 1.08% 24
2025
Q1 		$5.68M Sell
61,385
-7,097
-10% -$648K 1.37% 19
2024
Q4 		$6.19M Buy
68,482
+13,296
+24% +$1.22M 1.5% 19
2024
Q3 		$5.22M Buy
55,186
+7,315
+15% +$683K 1.28% 22
2024
Q2 		$4.36M Sell
47,871
-1,829
-4% -$165K 1.17% 28
2024
Q1 		$4.57M Sell
49,700
-2,426
-5% -$222K 1.42% 22
2023
Q4 		$4.82M Buy
52,126
+25,757
+98% +$2.28M 1.52% 21
2023
Q3 		$2.32M Buy
26,369
+19,958
+311% +$1.8M 0.83% 27
2023
Q2 		$587K Buy
6,411
+5
+0.1% +$461 0.2% 48
2023
Q1 		$594K Buy
6,406
+186
+3% +$17.2K 0.21% 50
2022
Q4 		$563K Sell
6,220
-171,664
-97% -$15.4M 0.23% 47
2022
Q3 		$16M Buy
177,884
+46,023
+35% +$4.36M 6.74% 2
2022
Q2 		$12.6M Buy
131,861
+123,553
+1,487% +$12M 4.91% 7
2022
Q1 		$846K Hold
8,308
– – 0.37% 32
2021
Q4 		$909K Sell
8,308
-391
-4% -$42.9K 0.41% 30
2021
Q3 		$962K Sell
8,699
-567
-6% -$63.2K 0.44% 32
2021
Q2 		$1.03M Sell
9,266
-23,433
-72% -$2.58M 0.48% 33
2021
Q1 		$3.58M Sell
32,699
-28,565
-47% -$3.18M 1.74% 20
2020
Q4 		$6.93M Buy
61,264
+9,309
+18% +$1.05M 3.55% 9
2020
Q3 		$5.84M Buy
51,955
+9,104
+21% +$1.02M 3.27% 10
2020
Q2 		$4.78M Buy
42,851
+5,035
+13% +$551K 2.85% 14
2020
Q1 		$4.01M Buy
37,816
+21,025
+125% +$2.28M 3% 15
2019
Q4 		$1.81M Buy
16,791
+4,150
+33% +$449K 1.22% 24
2019
Q3 		$1.38M Buy
12,641
+2,292
+22% +$248K 0.98% 28
2019
Q2 		$1.11M Buy
10,349
+3,140
+44% +$332K 0.81% 31
2019
Q1 		$761K Buy
+7,209
New +$749K 0.6% 36

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hamilton Wealth's BOND Position: Q1 2026 in Review

Hamilton Wealth reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 10% in Q1 2026, selling an estimated $402K and leaving 37,446 shares worth $3.46M. The position accounts for 0.67% of the portfolio, ranked #35.

Hamilton Wealth first reported a position in BOND in Q1 2019 and has held it in 29 quarters since. The position peaked at $16M in Q3 2022. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Hamilton Wealth held 37,446 shares of PIMCO Active Bond Exchange-Traded Fund worth $3.46M as of Q1 2026.
  • Hamilton Wealth sold 4,304 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $402K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.67% of Hamilton Wealth's portfolio in Q1 2026, its #35 holding.
  • Hamilton Wealth first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2019 and has held it in 29 quarters since.
  • Hamilton Wealth's PIMCO Active Bond Exchange-Traded Fund position peaked at $16M in Q3 2022.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.