Ownership history in Benchmark Wealth Management, LLC · 23 quarters on record
This page tracks every 13F SEC filing in which Benchmark Wealth Management, LLC reported a position in PIMCO ETF TR (MINT). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | REDUCED | 28,869 | -11,725 | -28.9% | 1.29% | $2.9M | $97.28 |
| 2025 Q1 | ADDED | 40,594 | +11,251 | +38.3% | 1.98% | $4.1M | $96.20 |
| 2024 Q4 | ADDED | 29,343 | +9,349 | +46.8% | 1.45% | $2.9M | $95.15 |
| 2024 Q3 | ADDED | 19,994 | +1,078 | +5.7% | 0.99% | $2.0M | $93.90 |
| 2024 Q2 | REDUCED | 18,916 | -1,877 | -9.0% | 1.01% | $1.9M | $92.60 |
| 2024 Q1 | REDUCED | 20,793 | -7,865 | -27.4% | 1.14% | $2.1M | $91.28 |
| 2023 Q4 | REDUCED | 28,658 | -5,216 | -15.4% | 1.69% | $2.9M | $89.82 |
| 2023 Q3 | REDUCED | 33,874 | -6,784 | -16.7% | 2.17% | $3.4M | $88.53 |
| 2023 Q2 | ADDED | 40,658 | +1,326 | +3.4% | 2.45% | $4.1M | $87.07 |
| 2023 Q1 | REDUCED | 39,332 | -12,919 | -24.7% | 2.49% | $3.9M | $85.61 |
As of 2025 Q4 — sorted by position size