Mascoma Wealth Management LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 397 filers reported holding PIMCO ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q3 2023$237,459
-11.2%
2,701
-8.5%
0.07%
-9.8%
Q2 2023$267,461
-62.3%
2,951
-61.3%
0.08%
-60.6%
Q1 2023$710,362
-66.2%
7,628
-67.2%
0.21%
-68.8%
Q4 2022$2,103,074
-68.0%
23,244
-68.2%
0.67%
-70.6%
Q3 2022$6,563,000
-7.8%
73,153
-2.1%
2.27%
-6.6%
Q2 2022$7,120,000
-18.5%
74,754
-12.9%
2.43%
-12.5%
Q1 2022$8,733,000
+1.1%
85,807
+8.7%
2.78%
-7.0%
Q4 2021$8,637,000
+34448.0%
78,943
+33492.8%
2.99%
+17476.5%
Q2 2017$25,0000.0%2350.0%0.02%
-5.6%
Q1 2017$25,000
+4.2%
2350.0%0.02%0.0%
Q4 2016$24,0002350.02%
Other shareholders
PIMCO ETF TR shareholders Q1 2022
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