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Merkkuri Wealth Advisors’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Merkkuri Wealth 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
Q2 		– Sell
-27
Closed -$2.46K – 110
2026
Q1 		$2.46K Buy
+27
New +$2.52K ﹤0.01% 299

Other funds holding BOND

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Merkkuri Wealth Advisors's BOND Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q2 2026, closing a stake of 27 shares — an estimated $2.46K sold.

Merkkuri Wealth Advisors first reported a position in BOND in Q1 2026 and held it in 1 quarter. The position peaked at $2.46K in Q1 2026. 541 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 27 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $2.46K.
  • Merkkuri Wealth Advisors first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's PIMCO Active Bond Exchange-Traded Fund position peaked at $2.46K in Q1 2026.
  • 541 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.