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Meriwether Wealth & Planning’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Meriwether Wealth & Planning’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
-114,000
Closed -$10.3M – 126
2024
Q4 		$10.3M Buy
+114,000
New +$10.5M 7.34% 4

Other funds holding BOND

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meriwether Wealth & Planning's BOND Position: Q1 2025 in Review

Meriwether Wealth & Planning sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q1 2025, closing a stake of 114,000 shares — an estimated $10.3M sold.

Meriwether Wealth & Planning first reported a position in BOND in Q4 2024 and held it in 1 quarter. The position peaked at $10.3M in Q4 2024. 454 funds tracked by Wall St. Rank hold BOND as of Q1 2025.

  • Meriwether Wealth & Planning reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 114,000 PIMCO Active Bond Exchange-Traded Fund shares in Q1 2025, an estimated $10.3M.
  • Meriwether Wealth & Planning first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and held it in 1 quarter.
  • Meriwether Wealth & Planning's PIMCO Active Bond Exchange-Traded Fund position peaked at $10.3M in Q4 2024.
  • 454 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q1 2025.

Based on Meriwether Wealth & Planning's 13F filing for Q1 2025, filed 21 Apr 2025.