BOND PIMCO ETF TR

Ownership history in Syverson Strege & Co  ·  21 quarters on record

AI Ownership Summary

Syverson Strege & Co reported PIMCO ETF TR (BOND) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.97% in 2024 Q3. The latest visible filing shows BOND at 1.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BOND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Syverson Strege & Co's position in PIMCO ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BOND was reported at 1.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.97% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Syverson Strege & Co held BOND — position size vs. price
% of Fund (quarterly)    BOND price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 60,077 -716 -1.2% 1.32% $5.6M 2026-02-14 (Est.) $93.49
2025 Q3 REDUCED 60,793 -5,472 -8.3% 1.36% $5.7M 2025-12-01 $91.66
2025 Q2 ADDED 66,265 +550 +0.8% 1.44% $6.1M 2025-08-04 $89.15
2025 Q1 ADDED 65,715 +1,000 +1.5% 1.95% $6.1M 2025-05-13 $86.24
2024 Q4 ADDED 64,715 +2,434 +3.9% 1.95% $5.9M 2025-02-11 $85.52
2024 Q3 REDUCED 62,281 -543 -0.9% 1.97% $5.9M 2024-11-12 $84.86
2024 Q2 ADDED 62,824 +24,321 +63.2% 1.95% $5.7M 2024-08-07 $85.59
2024 Q1 ADDED 38,503 +811 +2.2% 1.27% $3.5M 2024-04-30 $80.55
2023 Q4 ADDED 37,692 +706 +1.9% 1.35% $3.5M 2024-02-14 $81.35
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Syverson Strege & Co and BOND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Syverson Strege & Co reported owning BOND?

Syverson Strege & Co reported BOND across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BOND position in Syverson Strege & Co's portfolio?

The largest reported portfolio weight for BOND was 1.97% in 2024 Q3.

What is the latest reported BOND position on this page?

The most recent filing on this page is 2025 Q4, when Syverson Strege & Co reported 60,077 shares, equal to 1.32% of portfolio, with an estimated market value of $5.6M.

What does the chart on this BOND ownership page compare?

The chart compares Syverson Strege & Co's quarterly BOND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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