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

Howard 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
Q2 		$204K Buy
+2,208
New +$203K 0.08% 153
2020
Q1 		– Sell
-90
Closed -$9K – 145
2019
Q4 		$9K Buy
+90
New +$9.74K 0.01% 336

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

Howard Wealth Management's BOND Position: Q2 2026 in Review

Howard Wealth Management opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026: 2,208 shares worth $204K. The stake represents 0.08% of the portfolio and ranks #153 among its holdings. This is a return to the name: Howard Wealth Management previously reported a position in BOND as recently as Q4 2019.

Howard Wealth Management 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.

  • Howard Wealth Management held 2,208 shares of PIMCO Active Bond Exchange-Traded Fund worth $204K as of Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund was a new Howard Wealth Management position in Q2 2026.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.08% of Howard Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Howard Wealth Management 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 Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.