Richards, Merrill & Peterson’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Richards, Merrill & Peterson’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	$546K	Sell	5,916 -38	-0.6%	-$3.5K	0.17%	117
2026 Q1	$549K	Buy	5,954 +2	+0%	+$187	0.2%	107
2025 Q4	$554K	Sell	5,952 -28	-0.5%	-$2.62K	0.21%	105
2025 Q3	$558K	Sell	5,980 -198	-3%	-$18.3K	0.24%	104
2025 Q2	$569K	Sell	6,178 -206	-3%	-$18.7K	0.27%	94
2025 Q1	$590K	Buy	6,384 +618	+11%	+$56.4K	0.31%	79
2024 Q4	$521K	Buy	+5,766	New	+$531K	0.27%	90

Other funds holding BOND

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

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Richards, Merrill & Peterson's BOND Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.64% in Q2 2026, selling an estimated $3.5K and leaving 5,916 shares worth $546K. The position accounts for 0.17% of the portfolio, ranked #117.

Richards, Merrill & Peterson first reported a position in BOND in Q4 2024 and has held it in 7 quarters since. The position peaked at $590K in Q1 2025. 242 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Richards, Merrill & Peterson held 5,916 shares of PIMCO Active Bond Exchange-Traded Fund worth $546K as of Q2 2026.
Richards, Merrill & Peterson sold 38 PIMCO Active Bond Exchange-Traded Fund shares in Q2 2026, an estimated $3.5K.
PIMCO Active Bond Exchange-Traded Fund made up 0.17% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #117 holding.
Richards, Merrill & Peterson first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's PIMCO Active Bond Exchange-Traded Fund position peaked at $590K in Q1 2025.
242 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.