FORVIS Wealth Advisors, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 352 filers reported holding PIMCO ETF TR in Q3 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 Q3 2023
NameSharesValueWeighting ↓
Essential Planning, LLC. 522,084$46,040,96025.50%
Ferguson Shapiro LLC 489,978$43,069,07323.70%
TECTONIC ADVISORS LLC 1,672,155$146,982,45613.78%
John W. Brooker & Co., CPAs 189,256$16,635,63410.52%
Smart Portfolios, LLC 60,927$5,355,4839.62%
PRUDENT INVESTORS NETWORK, INC. 230,178$20,232,6029.47%
Treasure Coast Financial Planning 148,216$13,028,2039.04%
Hudson Capital Management LLC 256,894$22,580,9939.00%
Southland Equity Partners LLC 204,728$17,995,5846.19%
KWB Wealth 390,068$35,738,0725.73%
View complete list of PIMCO ETF TR shareholders