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

Heirloom 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	$103M	Buy	1,180,767 +24,454	+2%	+$2.21M	13.35%	1
2026 Q2	$107M	Buy	1,156,313 +136,695	+13%	+$12.6M	15.45%	1
2026 Q1	$94.1M	Buy	1,019,618 +527,820	+107%	+$49.2M	16.95%	1
2025 Q4	$45.8M	Buy	491,798 +9,304	+2%	+$870K	10.58%	1
2025 Q3	$45M	Buy	482,494 +40,231	+9%	+$3.71M	10.88%	1
2025 Q2	$40.8M	Buy	+442,263	New	+$40.2M	10.76%	2

Other funds holding BOND

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

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

Heirloom Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.1% in Q3 2026, buying an estimated $2.21M and bringing the position to 1,180,767 shares worth $103M. The position accounts for 13.35% of the portfolio, ranked #1.

Heirloom Wealth Management first reported a position in BOND in Q2 2025 and has held it in 6 quarters since. The position peaked at $107M in Q2 2026. 170 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Heirloom Wealth Management held 1,180,767 shares of PIMCO Active Bond Exchange-Traded Fund worth $103M as of Q3 2026.
Heirloom Wealth Management bought 24,454 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $2.21M.
PIMCO Active Bond Exchange-Traded Fund made up 13.35% of Heirloom Wealth Management's portfolio in Q3 2026, its #1 holding.
Heirloom Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2025 and has held it in 6 quarters since.
Heirloom Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $107M in Q2 2026.
170 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.