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

HHM Wealth Advisors’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	$58.3K	Hold	632	–	–	0.01%	366
2026 Q1	$58.3K	Buy	632 +107	+20%	+$9.98K	0.01%	349
2025 Q4	$48.9K	Hold	525	–	–	0.01%	365
2025 Q3	$49K	Sell	525 -1,588	-75%	-$147K	0.01%	378
2025 Q2	$195K	Buy	+2,113	New	+$192K	0.02%	204
2024 Q1	–	Sell	-430	Closed	-$39.8K	–	745
2023 Q4	$39.8K	Hold	430	–	–	0.01%	323
2023 Q3	$37.8K	Hold	430	–	–	0.01%	312
2023 Q2	$39.4K	Hold	430	–	–	0.01%	320
2023 Q1	$39.9K	Hold	430	–	–	0.01%	305
2022 Q4	$38.9K	Hold	430	–	–	0.01%	273
2022 Q3	$39K	Hold	430	–	–	0.01%	263
2022 Q2	$41K	Hold	430	–	–	0.01%	304
2022 Q1	$44K	Sell	430 -40	-9%	-$4.21K	0.01%	327
2021 Q4	$51K	Hold	470	–	–	0.01%	303
2021 Q3	$52K	Hold	470	–	–	0.01%	293
2021 Q2	$52K	Hold	470	–	–	0.01%	292
2021 Q1	$51K	Hold	470	–	–	0.02%	269
2020 Q4	$53K	Hold	470	–	–	0.02%	251
2020 Q3	$53K	Hold	470	–	–	0.02%	215
2020 Q2	$52K	Hold	470	–	–	0.02%	218
2020 Q1	$50K	Buy	+470	New	+$51.1K	0.02%	203

Other funds holding BOND

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 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

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

HHM Wealth Advisors's BOND Position: Q2 2026 in Review

HHM Wealth Advisors held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q2 2026 at 632 shares worth $58.3K. The position accounts for 0.01% of the portfolio, ranked #366.

HHM Wealth Advisors first reported a position in BOND in Q1 2020 and has held it in 21 quarters since. The position peaked at $195K in Q2 2025. 184 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

HHM Wealth Advisors held 632 shares of PIMCO Active Bond Exchange-Traded Fund worth $58.3K as of Q2 2026.
HHM Wealth Advisors left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Active Bond Exchange-Traded Fund made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #366 holding.
HHM Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2020 and has held it in 21 quarters since.
HHM Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $195K in Q2 2025.
184 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.