BOND — PIMCO ETF TR

Ownership history in BCS Wealth Management  ·  20 quarters on record

This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in PIMCO ETF TR (BOND). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.34% (2024 Q2)
Avg. % of fund
0.71%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 134,349 +75,635 +128.8% 1.26% $12.5M $92.30
2025 Q3 ADDED 58,714 +4,973 +9.3% 1.24% $5.5M $90.98
2025 Q2 ADDED 53,741 +10,427 +24.1% 1.07% $5.0M $88.68
2025 Q1 ADDED 43,314 +6,344 +17.2% 1.03% $4.0M $87.82
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BOND price (monthly, adj. close)

Other funds also holding BOND

As of 2025 Q4 — sorted by position size

Vickerman Investment Advisors, Inc. 3Y 14.46% Heirloom Wealth Management 3Y 10.58% Koss-Olinger Consulting, LLC 3Y 9.49% Smart Portfolios, LLC 3Y 7Y 9.43% Hudson Capital Management LLC 3Y 7Y 9.23% O'Connor Financial Group LLC 8.82% TECTONIC ADVISORS LLC 3Y 7.79% Catalyst Investment Management LLC 7.72% Wayfinding Financial, LLC 3Y 6.94% Buck Wealth Strategies, LLC 6.87%
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