Betterment LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 368 filers reported holding PIMCO ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Betterment LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2024$472
-56.1%
5,185
-55.7%
0.00%
-66.7%
Q1 2024$1,074
+8.7%
11,696
+9.5%
0.00%0.0%
Q4 2023$988
+63.3%
10,685
+55.2%
0.00%
+50.0%
Q3 2023$605
+30.4%
6,883
+35.8%
0.00%
+100.0%
Q2 2023$464
+45.9%
5,069
+47.8%
0.00%0.0%
Q1 2023$3183,4300.00%
Other shareholders
PIMCO ETF TR shareholders Q2 2023
NameSharesValueWeighting ↓
Elwood & Goetz Wealth Advisory Group, LLC 144,969$15,787,00012.49%
Frisch Financial Group, Inc. 176,754$19,248,00011.63%
KAYS FINANCIAL ADVISORY CORP /ADV 524,835$57,154,00010.48%
FundX Investment Group, LLC 179,452$19,542,0006.94%
Regis Management CO LLC 543,672$59,206,0005.01%
Hudson Capital Management LLC 74,696$8,134,383,0004.53%
Family Management Corp 107,622$11,720,0004.37%
Cornerstone Wealth Management, LLC 186,936$20,357,0003.59%
Stokes Capital Advisors, LLC 48,613$5,294,0002.86%
FOUNDERS FINANCIAL SECURITIES LLC 81,087$8,830,0002.82%
View complete list of PIMCO ETF TR shareholders