Heirloom Wealth Management BOND — PIMCO ETF TR

Ownership history in Heirloom Wealth Management  ·  4 quarters on record

AI Ownership Summary

Heirloom Wealth Management reported PIMCO ETF TR (BOND) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 16.95% in 2026 Q1. The latest visible filing shows BOND at 16.95% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BOND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Heirloom Wealth Management's position in PIMCO ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BOND was reported at 16.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.95% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BOND stock page Heirloom Wealth Management fund profile Heirloom Wealth Management full holdings
How Heirloom Wealth Management held BOND — position size vs. price
% of Fund (quarterly)    BOND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,019,618 +527,820 +107.3% 16.95% $94.1M 2026-04-15 $92.45
2025 Q4 ADDED — — — 491,798 +9,304 +1.9% 10.58% $45.8M 2026-01-15 $92.14
2025 Q3 ADDED — — — 482,494 +40,231 +9.1% 10.88% $45.0M 2025-11-10 $91.15
2025 Q2 INITIATED — — — 442,263 — — 10.76% $40.8M 2025-07-31 $87.89

🏢 Other funds also holding BOND

As of 2026 Q1 — sorted by position size

McGrath & Associates, Inc. 21.68% Christian Investment Advisors, Inc. 20.46% Lynch Investment Planning, LLC 15.94% Vickerman Investment Advisors, Inc. 3Y 14.32% Vavra Capital Management, LLC 12.57% PRUDENT INVESTORS NETWORK, INC. 3Y 12.22% FINANCIAL DISCOVERY GROUP INC 12.07% Hudson Capital Management LLC 3Y 7Y 10.22% Smart Portfolios, LLC 3Y 7Y 9.94% Koss-Olinger Consulting, LLC 3Y 9.8%

FAQ About Heirloom Wealth Management and BOND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Heirloom Wealth Management reported owning BOND?

Heirloom Wealth Management reported BOND across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported BOND position in Heirloom Wealth Management's portfolio?

The largest reported portfolio weight for BOND was 16.95% in 2026 Q1.

What is the latest reported BOND position on this page?

The most recent filing on this page is 2026 Q1, when Heirloom Wealth Management reported 1,019,618 shares, equal to 16.95% of portfolio, with an estimated market value of $94.1M.

What does the chart on this BOND ownership page compare?

The chart compares Heirloom Wealth Management's quarterly BOND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Heirloom Wealth Management time their BOND position?

Based on 13F filing dates vs. subsequent BOND price moves, Heirloom Wealth Management correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on BOND relative to SPY over the holding period was -8.1%.

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