Concord Wealth Partners - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is BOND and the CUSIP is 72201R775. A total of 359 filers reported holding PIMCO ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of PIMCO ETF TR
ValueSharesWeighting
Q4 2022$55,645
-23.8%
615
-19.6%
0.02%
-15.0%
Q2 2022$73,000
-6.4%
7650.0%0.02%0.0%
Q1 2022$78,000
-18.8%
765
-13.1%
0.02%
-13.0%
Q4 2021$96,000
+12.9%
880
+15.0%
0.02%
-34.3%
Q3 2021$85,0000.0%7650.0%0.04%
+45.8%
Q2 2021$85,000
+1.2%
7650.0%0.02%
-14.3%
Q1 2021$84,000
-3.4%
7650.0%0.03%
-58.2%
Q4 2020$87,0007650.07%
Other shareholders
PIMCO ETF TR shareholders Q1 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