Ownership history in WealthShield Partners, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which WealthShield Partners, 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 | ADDED | 95,461 | +17,505 | +22.5% | 0.98% | $8.9M | $92.30 |
| 2025 Q3 | ADDED | 77,956 | +2,491 | +3.3% | 0.83% | $7.3M | $90.98 |
| 2025 Q2 | REDUCED | 75,465 | -14,417 | -16.0% | 0.84% | $7.0M | $88.68 |
| 2025 Q1 | REDUCED | 89,882 | -1,038 | -1.1% | 1.07% | $8.3M | $87.82 |
As of 2025 Q4 — sorted by position size