Ownership history in SimpliFi, Inc. · 4 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 105,312 | -108,047 | -50.6% | 4.15% | $9.8M | $92.30 |
| 2025 Q3 | ADDED | 213,359 | +4,438 | +2.1% | 8.52% | $19.9M | $90.98 |
| 2025 Q2 | ADDED | 208,921 | +3,889 | +1.9% | 8.49% | $19.3M | $88.68 |
| 2025 Q1 | INITIATED | 205,032 | — | — | 8.70% | $19.0M | $87.82 |
As of 2025 Q4 — sorted by position size