BOND — PIMCO ETF TR

Ownership history in Intelligence Driven Advisers, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Intelligence Driven Advisers, 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.

Peak position
1.75% (2023 Q4)
Avg. % of fund
0.75%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 33,101 -2,226 -6.3% 0.44% $3.1M $92.30
2025 Q3 REDUCED 35,327 -6,307 -15.1% 0.46% $3.3M $90.98
2025 Q2 REDUCED 41,634 -4,096 -9.0% 0.58% $3.8M $88.68
2025 Q1 REDUCED 45,730 -4,354 -8.7% 0.81% $4.2M $87.82
18 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%
← Back to Intelligence Driven Advisers, LLC Holdings