Mercer Global Advisors
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Mercer Global Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Mercer Global Advisors’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 		$41.1M Sell
445,049
-13,110
-3% -$1.22M 0.06% 191
2025
Q4 		$42.6M Buy
458,159
+31,857
+7% +$2.98M 0.07% 185
2025
Q3 		$39.8M Sell
426,302
-68,659
-14% -$6.34M 0.07% 177
2025
Q2 		$45.6M Buy
494,961
+136,707
+38% +$12.4M 0.09% 114
2025
Q1 		$33.1M Buy
358,254
+35,235
+11% +$3.22M 0.08% 154
2024
Q4 		$29.2M Buy
323,019
+128,433
+66% +$11.8M 0.07% 148
2024
Q3 		$18.4M Sell
194,586
-26,718
-12% -$2.49M 0.04% 221
2024
Q2 		$20.2M Sell
221,304
-78,792
-26% -$7.13M 0.06% 190
2024
Q1 		$27.6M Sell
300,096
-120,344
-29% -$11M 0.08% 159
2023
Q4 		$38.9M Sell
420,440
-49,531
-11% -$4.39M 0.12% 122
2023
Q3 		$41.3M Sell
469,971
-56,015
-11% -$5.04M 0.16% 87
2023
Q2 		$48.2M Sell
525,986
-239,997
-31% -$22.1M 0.19% 83
2023
Q1 		$71M Sell
765,983
-39,462
-5% -$3.65M 0.32% 52
2022
Q4 		$72.9M Sell
805,445
-38,933
-5% -$3.5M 0.37% 48
2022
Q3 		$75.8M Sell
844,378
-1,760
-0.2% -$167K 0.45% 40
2022
Q2 		$80.6M Sell
846,138
-26,375
-3% -$2.56M 0.49% 39
2022
Q1 		$88.8M Buy
872,513
+22,818
+3% +$2.4M 0.52% 35
2021
Q4 		$93M Sell
849,695
-6,751
-0.8% -$741K 0.57% 32
2021
Q3 		$94.7M Buy
856,446
+75,233
+10% +$8.39M 0.66% 29
2021
Q2 		$86.7M Buy
781,213
+75,412
+11% +$8.32M 0.67% 31
2021
Q1 		$77.3M Buy
705,801
+676,925
+2,344% +$75.4M 0.7% 26
2020
Q4 		$3.27M Buy
28,876
+7,270
+34% +$816K 0.04% 304
2020
Q3 		$2.43M Buy
+21,606
New +$2.43M 0.04% 335
2019
Q3 		– Sell
-2,111
Closed -$227K – 1136
2019
Q2 		$227K Buy
+2,111
New +$223K 0.01% 1000

Other funds holding BOND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors's BOND Position: Q1 2026 in Review

Mercer Global Advisors reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 2.9% in Q1 2026, selling an estimated $1.22M and leaving 445,049 shares worth $41.1M. The position accounts for 0.06% of the portfolio, ranked #191.

Mercer Global Advisors first reported a position in BOND in Q2 2019 and has held it in 24 quarters since. The position peaked at $94.7M in Q3 2021. 520 funds tracked by Wall St. Rank hold BOND as of Q1 2026.

  • Mercer Global Advisors held 445,049 shares of PIMCO Active Bond Exchange-Traded Fund worth $41.1M as of Q1 2026.
  • Mercer Global Advisors sold 13,110 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2026, an estimated $1.22M.
  • PIMCO Active Bond Exchange-Traded Fund made up 0.06% of Mercer Global Advisors's portfolio in Q1 2026, its #191 holding.
  • Mercer Global Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2019 and has held it in 24 quarters since.
  • Mercer Global Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $94.7M in Q3 2021.
  • 520 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.