LTPZ — PIMCO ETF TR

Ownership history in Yoder Wealth Management, Inc.  ·  12 quarters on record

This page tracks every 13F SEC filing in which Yoder Wealth Management, Inc. reported a position in PIMCO ETF TR (LTPZ). 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
6.99% (2023 Q1)
Avg. % of fund
3.93%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 114,471 +2,924 +2.6% 2.70% $5.9M $51.75
2025 Q3 ADDED 111,547 +7,643 +7.4% 2.81% $5.9M $52.52
2025 Q2 ADDED 103,904 +5,830 +5.9% 2.84% $5.5M $51.09
2025 Q1 ADDED 98,074 +2,813 +3.0% 3.03% $5.4M $52.44
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LTPZ price (monthly, adj. close)

Other funds also holding LTPZ

As of 2025 Q4 — sorted by position size

Avos Capital Management, LLC 7.82% WEALTHEDGE INVESTMENT ADVISORS, LLC 4.9% Mid-American Wealth Advisory Group, Inc. 3Y 4.2% Balanced Rock Investment Advisors LLC 2.18% Fermata Advisors, LLC 3Y 1.67% ALTFEST L J & CO INC 3Y 7Y 1.2% Lloyd Advisory Services, LLC. 3Y 1.01% MGO Private Wealth, LLC 3Y 0.78% Private Wealth Advisors, LLC 3Y 0.71% EVOKE WEALTH, LLC 3Y 0.64%
← Back to Yoder Wealth Management, Inc. Holdings