Howard Wealth Management
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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
Q3 		$203K Buy
2,328
+120
+5% +$10.8K 0.07% 148
2026
Q2 		$204K Buy
+2,208
New +$203K 0.08% 153
2020
Q1 		– Sell
-90
Closed -$9K – 145
2019
Q4 		$9K Buy
+90
New +$9.7K 0.01% 336

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Heirloom Wealth Management
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Thrivent Financial for Lutherans
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RFG Advisory
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Buck Wealth Strategies
Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Christian Investment Advisors
Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

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

Howard Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 5.4% in Q3 2026, buying an estimated $10.8K and bringing the position to 2,328 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #148.

Howard Wealth Management first reported a position in BOND in Q4 2019 and has held it in 3 quarters since. The position peaked at $204K in Q2 2026. 324 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

  • Howard Wealth Management held 2,328 shares of PIMCO Active Bond Exchange-Traded Fund worth $203K as of Q3 2026.
  • Howard Wealth Management bought 120 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $10.8K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.07% of Howard Wealth Management's portfolio in Q3 2026, its #148 holding.
  • Howard Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2019 and has held it in 3 quarters since.
  • Howard Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $204K in Q2 2026.
  • 324 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.