Merit Financial Group’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Merit Financial Group’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
2025 Q1	–	Sell	-6,799	Closed	-$615K	–	1408
2024 Q4	$615K	Buy	+6,799	New	+$626K	0.01%	650
2024 Q1	–	Sell	-2,792	Closed	-$258K	–	868
2023 Q4	$258K	Buy	+2,792	New	+$247K	0.01%	663
2023 Q1	–	Sell	-14,819	Closed	-$1.34M	–	646
2022 Q4	$1.34M	Buy	+14,819	New	+$1.33M	0.05%	248
2022 Q2	–	Sell	-4,139	Closed	-$421K	–	587
2022 Q1	$421K	Sell	4,139 -16,274	-80%	-$1.71M	0.03%	258
2021 Q4	$2.23M	Buy	+20,413	New	+$2.24M	0.22%	52

Other funds holding BOND

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

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

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

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

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

OIA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Merit Financial Group's BOND Position: Q1 2025 in Review

Merit Financial Group sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2025, closing a stake of 6,799 shares — an estimated $615K sold.

Merit Financial Group first reported a position in BOND in Q4 2021 and held it in 5 quarters. The position peaked at $2.23M in Q4 2021. 454 funds tracked by Wall St. Rank hold BOND as of Q1 2025.

Merit Financial Group reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Merit Financial Group sold 6,799 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2025, an estimated $615K.
Merit Financial Group first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2021 and held it in 5 quarters.
Merit Financial Group's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.23M in Q4 2021.
454 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2025.

Based on Merit Financial Group's 13F filing for Q1 2025, filed 9 Apr 2025.