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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
Q2 		$1.16M Buy
12,616
+4,339
+52% +$399K 0.02% 550
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
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

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

IHT Wealth Management increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 52% in Q2 2026, buying an estimated $399K and bringing the position to 12,616 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #550.

IHT Wealth Management first reported a position in BOND in Q4 2017 and has held it in 16 quarters since. 544 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • IHT Wealth Management held 12,616 shares of PIMCO Active Bond Exchange-Traded Fund worth $1.16M as of Q2 2026.
  • IHT Wealth Management bought 4,339 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $399K.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #550 holding.
  • IHT Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2017 and has held it in 16 quarters since.
  • 544 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

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