LWM Advisory Services, LLC - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 407 filers reported holding PIMCO ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
LWM Advisory Services, LLC ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2023$2,287,051
+6.1%
24,962
+7.4%
2.42%
+4.9%
Q1 2023$2,156,542
+37.6%
23,250
+34.2%
2.30%
+33.0%
Q4 2022$1,567,411
+33.4%
17,323
+32.3%
1.73%
+30.2%
Q3 2022$1,175,000
+37.1%
13,093
+45.5%
1.33%
+29.5%
Q2 2022$857,000
-6.3%
8,997
+0.1%
1.03%
-9.7%
Q1 2022$915,000
+10.8%
8,987
+19.0%
1.14%
+11.0%
Q4 2021$826,0007,5531.02%
Other shareholders
PIMCO ETF TR shareholders Q4 2021
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