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
2024 Q4 ADDED 36,970 +5,207 +16.4% 0.83% $3.3M $85.16
2024 Q3 ADDED 31,763 +1,528 +5.1% 1.28% $3.0M $87.61
2024 Q2 ADDED 30,235 +2,424 +8.7% 1.34% $2.8M $83.30
2024 Q1 ADDED 27,811 +6,921 +33.1% 0.82% $2.6M $82.97
2023 Q4 ADDED 20,890 +1,598 +8.3% 0.71% $1.9M $82.87
2023 Q3 ADDED 19,292 +3,860 +25.0% 0.71% $1.7M $77.62
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% of Fund (quarterly)    BOND price (monthly, adj. close)
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