MWM
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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

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Morgan Stanley
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EP
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TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $376B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return