Merriman Wealth Management’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Merriman Wealth Management’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
2024 Q4	–	Sell	-60,465	Closed	-$5.72M	–	213
2024 Q3	$5.72M	Sell	60,465 -4,485	-7%	-$419K	0.23%	45
2024 Q2	$5.92M	Buy	64,950 +558	+0.9%	+$50.5K	0.26%	43
2024 Q1	$5.92M	Sell	64,392 -434	-0.7%	-$39.7K	0.26%	43
2023 Q4	$6M	Buy	+64,826	New	+$5.75M	0.29%	41
2021 Q4	–	Sell	-73,860	Closed	-$8.16M	–	210
2021 Q3	$8.16M	Sell	73,860 -477	-0.6%	-$53.2K	0.68%	24
2021 Q2	$8.25M	Buy	+74,337	New	+$8.2M	0.71%	28
2021 Q1	–	Sell	-65,943	Closed	-$7.46M	–	185
2020 Q4	$7.46M	Buy	+65,943	New	+$7.4M	0.8%	26

Other funds holding BOND

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Merriman Wealth Management's BOND Position: Q4 2024 in Review

Merriman Wealth Management sold out of PIMCO Active Bond Exchange-Traded Fund (BOND) in Q4 2024, closing a stake of 60,465 shares — an estimated $5.72M sold.

Merriman Wealth Management first reported a position in BOND in Q4 2020 and held it in 7 quarters. The position peaked at $8.25M in Q2 2021. 448 funds tracked by Wall St. Rank hold BOND as of Q4 2024.

Merriman Wealth Management reported no remaining PIMCO Active Bond Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Merriman Wealth Management sold 60,465 PIMCO Active Bond Exchange-Traded Fund shares in Q4 2024, an estimated $5.72M.
Merriman Wealth Management first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2020 and held it in 7 quarters.
Merriman Wealth Management's PIMCO Active Bond Exchange-Traded Fund position peaked at $8.25M in Q2 2021.
448 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.