Segment Wealth Management, 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
Segment Wealth Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q4 2018$211,000
+1.4%
2,052
+2.6%
0.05%
-30.3%
Q4 2016$208,000
-3.7%
2,0000.0%0.08%
-10.6%
Q3 2016$216,000
+0.5%
2,0000.0%0.08%
-4.5%
Q2 2016$215,000
+1.9%
2,0000.0%0.09%
+12.7%
Q1 2016$211,000
+1.4%
2,0000.0%0.08%0.0%
Q4 2015$208,000
-21.2%
2,000
-20.0%
0.08%
-21.8%
Q3 2015$264,000
-1.5%
2,5000.0%0.10%
+8.6%
Q2 2015$268,000
-2.5%
2,5000.0%0.09%
+1.1%
Q1 2015$275,000
+2.6%
2,5000.0%0.09%
-10.7%
Q4 2014$268,000
-1.1%
2,5000.0%0.10%
-1.0%
Q3 2014$271,000
-0.7%
2,5000.0%0.10%
-1.9%
Q2 2014$273,000
+2.2%
2,5000.0%0.11%
-14.5%
Q1 2014$267,000
+1.9%
2,5000.0%0.12%
-3.9%
Q4 2013$262,000
-1.1%
2,5000.0%0.13%
-10.4%
Q3 2013$265,000
+0.4%
2,5000.0%0.14%
-8.9%
Q2 2013$264,0002,5000.16%
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