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 Q3	$519K	Buy	5,969 +53	+0.9%	+$4.78K	0.16%	122
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Richards, Merrill & Peterson's BOND Position: Q3 2026 in Review

Richards, Merrill & Peterson increased its PIMCO Active Bond Exchange-Traded Fund (BOND) stake by 0.9% in Q3 2026, buying an estimated $4.78K and bringing the position to 5,969 shares worth $519K. The position accounts for 0.16% of the portfolio, ranked #122.

Richards, Merrill & Peterson first reported a position in BOND in Q4 2024 and has held it in 8 quarters since. The position peaked at $590K in Q1 2025. 413 funds tracked by Wall St. Rank hold BOND as of Q3 2026.

Richards, Merrill & Peterson held 5,969 shares of PIMCO Active Bond Exchange-Traded Fund worth $519K as of Q3 2026.
Richards, Merrill & Peterson bought 53 PIMCO Active Bond Exchange-Traded Fund shares in Q3 2026, an estimated $4.78K.
PIMCO Active Bond Exchange-Traded Fund made up 0.16% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #122 holding.
Richards, Merrill & Peterson first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q4 2024 and has held it in 8 quarters since.
Richards, Merrill & Peterson's PIMCO Active Bond Exchange-Traded Fund position peaked at $590K in Q1 2025.
413 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.