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

Hilltop 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 		$498K Buy
+5,406
New +$498K 0.25% 41
2020
Q1 		– Sell
-2,438
Closed -$263K – 26
2019
Q4 		$263K Buy
+2,438
New +$264K 0.27% 27

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

Hilltop Wealth Advisors opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026: 5,406 shares worth $498K. The stake represents 0.25% of the portfolio and ranks #41 among its holdings. This is a return to the name: Hilltop Wealth Advisors previously reported a position in BOND as recently as Q4 2019.

Hilltop Wealth Advisors first reported a position in BOND in Q4 2019 and has held it in 2 quarters since. 543 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Hilltop Wealth Advisors held 5,406 shares of PIMCO Active Bond Exchange-Traded Fund worth $498K as of Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund was a new Hilltop Wealth Advisors position in Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.25% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Hilltop Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 2 quarters since.
  • 543 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.