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

IHT 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 Q1	$764K	Buy	8,277 +4,067	+97%	+$379K	0.02%	664
2025 Q4	$392K	Buy	4,210 +1,511	+56%	+$141K	0.01%	863
2025 Q3	$252K	Buy	2,699 +255	+10%	+$23.5K	0.01%	1012
2025 Q2	$225K	Buy	2,444 +176	+8%	+$16K	0.01%	1033
2025 Q1	$210K	Buy	2,268 +3	+0.1%	+$274	0.01%	1015
2024 Q4	$205K	Sell	2,265 -3,598	-61%	-$331K	0.01%	1017
2024 Q3	$554K	Buy	5,863 +2,934	+100%	+$274K	0.02%	692
2024 Q2	$267K	Buy	+2,929	New	+$265K	0.01%	838
2024 Q1	–	Sell	-7,059	Closed	-$653K	–	1018
2023 Q4	$653K	Hold	7,059	–	–	0.03%	516
2023 Q3	$620K	Sell	7,059 -165	-2%	-$14.9K	0.03%	481
2023 Q2	$662K	Hold	7,224	–	–	0.03%	450
2023 Q1	$670K	Hold	7,224	–	–	0.04%	419
2022 Q4	$654K	Buy	+7,224	New	+$650K	0.04%	407
2018 Q2	–	Sell	-75	Closed	-$8K	–	535
2018 Q1	$8K	Hold	75	–	–	﹤0.01%	1231
2017 Q4	$8K	Buy	+75	New	+$7.97K	﹤0.01%	1235

Other funds holding BOND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IHT Wealth Management's BOND Position: Q1 2026 in Review

IHT Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 97% in Q1 2026, buying an estimated $379K and bringing the position to 8,277 shares worth $764K. The position accounts for 0.02% of the portfolio, ranked #664.

IHT Wealth Management first reported a position in BOND in Q4 2017 and has held it in 15 quarters since. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

IHT Wealth Management held 8,277 shares of PIMCO Active Bond Exchange-Traded Fund worth $764K as of Q1 2026.
IHT Wealth Management bought 4,067 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $379K.
PIMCO Active Bond Exchange-Traded Fund made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #664 holding.
IHT Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and has held it in 15 quarters since.
520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.