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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
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

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 $374B AUM 17.66% 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 $18.5B AUM 19.51% 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

Heirloom Wealth Management's BOND Position: Q1 2026 in Review

Heirloom Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 107% in Q1 2026, buying an estimated $49.2M and bringing the position to 1,019,618 shares worth $94.1M. The position accounts for 16.95% of the portfolio, ranked #1.

Heirloom Wealth Management first reported a position in BOND in Q2 2025 and has held it in 4 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Heirloom Wealth Management held 1,019,618 shares of PIMCO Active Bond Exchange-Traded Fund worth $94.1M as of Q1 2026.
  • Heirloom Wealth Management bought 527,820 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $49.2M.
  • PIMCO Active Bond Exchange-Traded Fund made up 16.95% of Heirloom Wealth Management's portfolio in Q1 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 4 quarters since.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.