FORVIS Wealth Advisors, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 407 filers reported holding PIMCO ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
FORVIS Wealth Advisors, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$1,045,219
-24.7%
11,891
-21.5%
0.03%
-22.0%
Q2 2023$1,387,402
-38.0%
15,143
-37.3%
0.04%
-43.8%
Q1 2023$2,239,227
-89.4%
24,141
-89.7%
0.07%
-90.1%
Q4 2022$21,125,198
+20.0%
233,479
+19.0%
0.74%
+3.9%
Q3 2022$17,600,000
+6.4%
196,167
+12.9%
0.71%
+6.1%
Q2 2022$16,548,000
+85.6%
173,731
+98.4%
0.67%
+77.0%
Q1 2022$8,914,000
+3792.6%
87,579
+4078.4%
0.38%
+3680.0%
Q4 2021$229,000
-2.6%
2,096
-1.3%
0.01%
-9.1%
Q3 2021$235,0002,1230.01%
Other shareholders
PIMCO ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 335,436$37,082,00024.02%
Cardinal Point Wealth Management LLC 346,378$38,292,00018.00%
Lee Financial Group Hawaii, Inc. 182,199$20,142,00014.81%
HARVEST GROUP WEALTH MANAGEMENT, LLC 178,118$19,691,00011.57%
John W. Brooker & Co., CPAs 164,160$18,148,00010.22%
PRUDENT INVESTORS NETWORK, INC. 161,023$17,801,0008.91%
Hudson Capital Management LLC 193,006$21,337,0008.54%
Elwood & Goetz Wealth Advisory Group, LLC 218,612$24,168,0008.34%
Seascape Capital Management 118,764$13,129,0006.73%
Capital Advisors Wealth Management, LLC 171,350$18,943,0006.72%
View complete list of PIMCO ETF TR shareholders