Destination Wealth Management - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 201 filers reported holding PIMCO ETF TR in Q4 2013. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.

Quarter-by-quarter ownership
Destination Wealth Management ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2024$8,279,710
+3.3%
90,906
+4.2%
0.27%
+3.0%
Q1 2024$8,012,813
+1.5%
87,229
+2.2%
0.27%
-2.9%
Q4 2023$7,891,558
+9.5%
85,360
+4.1%
0.27%
-2.1%
Q3 2023$7,209,388
+0.5%
82,018
+4.8%
0.28%
+4.9%
Q2 2023$7,170,362
-1.9%
78,262
-0.7%
0.27%
-3.6%
Q1 2023$7,311,603
+10.5%
78,827
+7.8%
0.28%
+5.3%
Q4 2022$6,616,469
-1.0%
73,126
-1.8%
0.26%
-6.4%
Q3 2022$6,683,000
-13.7%
74,484
-8.4%
0.28%
-10.2%
Q2 2022$7,748,000
-1.3%
81,347
+5.5%
0.31%
+7.6%
Q1 2022$7,851,000
-4.9%
77,134
+2.3%
0.29%
-0.3%
Q4 2021$8,252,000
-0.4%
75,424
+0.6%
0.29%
-9.3%
Q3 2021$8,285,000
-1.4%
74,947
-1.1%
0.32%
-0.6%
Q2 2021$8,405,000
+5.6%
75,746
+4.2%
0.32%
-1.5%
Q1 2021$7,960,000
-0.7%
72,722
+2.6%
0.33%
-5.7%
Q4 2020$8,013,000
+9.9%
70,847
+9.3%
0.35%
-5.4%
Q3 2020$7,291,000
+11.4%
64,846
+10.6%
0.37%
+4.2%
Q2 2020$6,545,000
+51.6%
58,654
+44.2%
0.35%
+33.6%
Q1 2020$4,317,000
-2.5%
40,665
-1.0%
0.26%
+17.8%
Q4 2019$4,428,000
+3.6%
41,074
+4.6%
0.22%
-3.0%
Q3 2019$4,275,000
+6.9%
39,261
+5.5%
0.23%
+5.5%
Q2 2019$4,000,000
+4.2%
37,221
+2.3%
0.22%
+1.9%
Q1 2019$3,839,000
-28.2%
36,373
-30.1%
0.22%
-32.9%
Q4 2018$5,346,000
+0.9%
52,023
+0.5%
0.32%
+9.2%
Q3 2018$5,300,000
+2.5%
51,783
+3.2%
0.30%
-5.1%
Q2 2018$5,172,000
+21.3%
50,190
+22.7%
0.31%
+20.1%
Q1 2018$4,265,000
+2.7%
40,917
+4.4%
0.26%
+2.8%
Q4 2017$4,154,000
-0.6%
39,189
+0.1%
0.25%
-5.6%
Q3 2017$4,178,000
-8.6%
39,138
-9.2%
0.27%
-12.5%
Q2 2017$4,572,000
+3.1%
43,120
+2.4%
0.30%0.0%
Q1 2017$4,434,000
+8.3%
42,105
+7.1%
0.30%
+1.3%
Q4 2016$4,095,000
+0.7%
39,326
+4.4%
0.30%
-4.1%
Q3 2016$4,065,000
+0.9%
37,660
+0.4%
0.31%
-5.4%
Q2 2016$4,029,000
+107.1%
37,520
+101.0%
0.33%
+78.5%
Q1 2016$1,945,0000.0%18,6670.0%0.19%0.0%
Q4 2015$1,945,000
+49.3%
18,667
+56.2%
0.19%
+38.8%
Q2 2014$1,303,000
+5.4%
11,954
+3.1%
0.13%
+1.5%
Q1 2014$1,236,000
+1.8%
11,5890.0%0.13%
+3.9%
Q4 2013$1,214,00011,5890.13%
Other shareholders
PIMCO ETF TR shareholders Q4 2013
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 387,178$42,361,00023.94%
Cardinal Point Wealth Management Partners, LLC 354,231$38,815,00016.83%
Lee Financial Group Hawaii, Inc. 163,868$17,929,00013.03%
HARVEST GROUP WEALTH MANAGEMENT, LLC 160,128$17,520,0009.83%
John W. Brooker & Co., CPAs 172,448$18,868,0009.70%
PRUDENT INVESTORS NETWORK, INC. 180,918$19,794,0009.33%
Pinnacle Wealth Management, LLC 97,714$10,691,0009.15%
Elwood & Goetz Wealth Advisory Group, LLC 243,859$26,681,0008.31%
Hudson Capital Management LLC 202,276$22,213,0008.05%
Claremont Financial Group, Inc. 71$1,812,0007.91%
View complete list of PIMCO ETF TR shareholders