BerganKDV Wealth Management, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 374 filers reported holding PIMCO ETF TR in Q4 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.7%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2023$4,170,462
-21.5%
45,519
-20.5%
0.42%
-23.8%
Q1 2023$5,313,389
+11.1%
57,284
+8.4%
0.55%
+5.6%
Q4 2022$4,782,059
+11.0%
52,852
+10.1%
0.52%
+0.6%
Q3 2022$4,308,000
-3.7%
48,015
+2.2%
0.52%
+0.6%
Q2 2022$4,475,000
+1.2%
46,984
+8.2%
0.51%
+8.2%
Q1 2022$4,421,000
+3.1%
43,437
+10.8%
0.47%
+5.6%
Q4 2021$4,290,000
-22.5%
39,208
-21.7%
0.45%
-28.5%
Q3 2021$5,535,000
+5.2%
50,072
+5.6%
0.63%
+0.3%
Q2 2021$5,263,000
+8.1%
47,433
+6.7%
0.62%0.0%
Q1 2021$4,868,000
-9.6%
44,471
-6.6%
0.62%
-17.4%
Q4 2020$5,384,000
+2.9%
47,598
+2.3%
0.76%
-8.6%
Q3 2020$5,233,000
+9.9%
46,544
+9.1%
0.83%
+1.5%
Q2 2020$4,762,000
+37.0%
42,675
+30.4%
0.82%
+14.6%
Q1 2020$3,475,000
-18.1%
32,733
-16.8%
0.71%
-5.8%
Q4 2019$4,243,000
+11.0%
39,355
+12.1%
0.76%0.0%
Q3 2019$3,824,000
+3.4%
35,111
+2.0%
0.76%
+3.3%
Q2 2019$3,700,000
-14.4%
34,428
-15.9%
0.73%
-17.1%
Q1 2019$4,320,000
+23.6%
40,928
+20.4%
0.88%
+7.9%
Q4 2018$3,494,000
+1.4%
33,994
+1.0%
0.82%
+10.2%
Q3 2018$3,447,000
+5.4%
33,672
+6.1%
0.74%
+1.4%
Q2 2018$3,271,000
+4.4%
31,741
+5.6%
0.73%
-14.6%
Q1 2018$3,134,000
+4.8%
30,064
+6.6%
0.86%
+20.2%
Q4 2017$2,990,000
-3.7%
28,204
-3.0%
0.71%
-8.2%
Q3 2017$3,105,000
+9.5%
29,085
+8.8%
0.78%
-3.6%
Q2 2017$2,836,000
+9.4%
26,743
+8.7%
0.81%
+4.7%
Q1 2017$2,592,000
-3.0%
24,610
-4.1%
0.77%
-13.5%
Q4 2016$2,672,000
+17.7%
25,663
+22.0%
0.89%
+13.4%
Q3 2016$2,271,000
-51.7%
21,033
-52.4%
0.78%
-33.2%
Q2 2016$4,705,000
+106.5%
44,205
+104.6%
1.18%
-14.1%
Q1 2016$2,279,00021,6101.37%
Other shareholders
PIMCO ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 428,369$38,433,00023.04%
Roger Wittlin Investment Advisory, LLC 13,344$658,00017.88%
John W. Brooker & Co., CPAs 194,011$17,407,00011.18%
Hudson Capital Management LLC 230,101$20,645,00010.28%
Treasure Coast Financial Planning 122,258$10,969,0008.80%
PRUDENT INVESTORS NETWORK, INC. 181,020$16,241,0008.59%
Hamilton Wealth, LLC 177,884$15,960,0006.74%
Lee Financial Group Hawaii, Inc. 90,371$8,108,0006.52%
Essential Planning, LLC. 12,562$1,126,0006.50%
Pinnacle Wealth Management, LLC 53,575$4,807,0005.84%
View complete list of PIMCO ETF TR shareholders