Ownership history in RMR Wealth Builders · 17 quarters on record
This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in PIMCO ETF TR (HYS). 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 | ADDED | 188,863 | +14,105 | +8.1% | 1.43% | $17.9M | $93.63 |
| 2025 Q3 | ADDED | 174,758 | +15,143 | +9.5% | 1.40% | $16.7M | $92.15 |
| 2025 Q2 | ADDED | 159,615 | +10,831 | +7.3% | 1.38% | $15.2M | $89.94 |
| 2025 Q1 | ADDED | 148,784 | +6,438 | +4.5% | 1.47% | $13.9M | $87.06 |
| 2024 Q4 | ADDED | 142,346 | +15,528 | +12.2% | 1.39% | $13.3M | $86.06 |
| 2024 Q3 | ADDED | 126,818 | +13,622 | +12.0% | 1.28% | $12.1M | $85.58 |
| 2024 Q2 | ADDED | 113,196 | +7,677 | +7.3% | 1.20% | $10.5M | $81.53 |
| 2024 Q1 | ADDED | 105,519 | +11,217 | +11.9% | 1.19% | $9.9M | $80.67 |
| 2023 Q4 | ADDED | 94,302 | +786 | +0.8% | 1.23% | $8.8M | $79.38 |
| 2023 Q3 | ADDED | 93,516 | +10,519 | +12.7% | 1.35% | $8.4M | $75.21 |
As of 2025 Q4 — sorted by position size