Heirloom Wealth Management increased its stake in PIMCO Active Bond ETF by adding 40,231 shares, resulting in a $4.27 million increase in position value. This trade represents a 9% change relative to their 13F reportable assets under management. Post-trade position now stands at 482,494 shares valued at $45.04 million, with BOND remaining the fund’s largest holding at 10.88% of AUM. The ETF employs an actively managed fixed income strategy with a focus on investment grade debt securities and a competitive edge in active portfolio management. As of November 9, 2025, shares were priced at $93.49 with a one-year price change of 7.34%.

Heirloom Wealth Management’s top holdings after the filing include BOND, DFIP, GOOGL, NVDA, and MSFT, with BOND making up 10.9% of AUM. The PIMCO Active Bond ETF seeks attractive risk-adjusted returns through diversified exposure to investment-grade and selected high-yield bonds. The ETF pays a monthly dividend and aims to track the Bloomberg U.S. Aggregate Index. Despite underperforming the S&P 500, Heirloom’s increased stake in BOND may indicate a strategy shift towards a safer, more diversified allocation. The ETF structure provides liquidity, transparency, and a focus on income generation for core bond market exposure.

Read more at Nasdaq: Wealth Manager Bets on BOND With 40,000 Shares Added