BOND — PIMCO ETF TR

Ownership history in Crossmark Global Holdings, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Crossmark Global Holdings, Inc. 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
0.02% (2025 Q3)
Avg. % of fund
0.02%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 12,568 +2,203 +21.3% 0.02% $1.2M $90.98
2025 Q2 ADDED 10,365 +2,043 +24.5% 0.02% $955K $88.68
2025 Q1 INITIATED 8,322 — — 0.01% $770K $87.82
% 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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