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

Iams 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	$2.73M	Buy	+31,376	New	+$2.83M	0.8%	33

Other funds holding BOND

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Christian Investment Advisors New Braunfels, Texas $163M AUM 4.09% 1-Year Est. Return

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

Iams Wealth Management opened a new position in PIMCO Active Bond Exchange-Traded Fund (BOND) in Q3 2026: 31,376 shares worth $2.73M. The stake represents 0.8% of the portfolio and ranks #33 among its holdings.

341 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Iams Wealth Management held 31,376 shares of PIMCO Active Bond Exchange-Traded Fund worth $2.73M as of Q3 2026.
PIMCO Active Bond Exchange-Traded Fund was a new Iams Wealth Management position in Q3 2026.
PIMCO Active Bond Exchange-Traded Fund made up 0.8% of Iams Wealth Management's portfolio in Q3 2026, its #33 holding.
341 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.