FORVIS Wealth Advisors, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 359 filers reported holding PIMCO ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q1 2023
NameSharesValueWeighting ↓
KAYS FINANCIAL ADVISORY CORP /ADV 183,943$19,266,00014.55%
INR ADVISORY SERVICES LLC 460,953$48,280,00011.18%
Litman Gregory Wealth Management LLC 75,744$7,933,0009.78%
Annex Advisory Services, LLC 122,091$12,788,0004.91%
AVALON CAPITAL MANAGEMENT 50,729$5,313,0004.48%
Capital Analysts, LLC 132,293$13,856,384,0003.77%
SPINNAKER TRUST 189,312$19,828,0003.30%
Somerset Group LLC 38,850$4,069,0003.18%
Gateway Advisory, LLC 54,328$5,690,0003.14%
Mosaic Financial Partners, Inc. 38,439$4,026,0002.94%
View complete list of PIMCO ETF TR shareholders