Ownership history in Essential Planning, LLC. · 14 quarters on record
This page tracks every 13F SEC filing in which Essential Planning, LLC. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 43,141 | -297 | -0.7% | 1.28% | $4.0M | $92.30 |
| 2025 Q3 | REDUCED | 43,438 | -1,631 | -3.6% | 1.40% | $4.1M | $90.98 |
| 2025 Q2 | REDUCED | 45,069 | -1,954 | -4.2% | 1.55% | $4.2M | $88.68 |
| 2025 Q1 | REDUCED | 47,023 | -1,847,357 | -97.5% | 1.75% | $4.3M | $87.82 |
As of 2025 Q4 — sorted by position size