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.
| 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 |
| 2024 Q4 | ADDED | 95,261 | +1,610 | +1.7% | 2.74% | $5.0M | $49.76 |
| 2024 Q3 | REDUCED | 93,651 | -1,067 | -1.1% | 3.25% | $5.4M | $54.79 |
| 2024 Q2 | ADDED | 94,718 | +3,950 | +4.4% | 3.32% | $5.1M | $50.91 |
| 2024 Q1 | REDUCED | 90,768 | -7,686 | -7.8% | 3.29% | $5.0M | $51.24 |
| 2023 Q4 | REDUCED | 98,454 | -32,599 | -24.9% | 3.94% | $5.6M | $52.27 |
| 2023 Q3 | REDUCED | 131,053 | -7,085 | -5.1% | 5.68% | $6.9M | $47.92 |
As of 2025 Q4 — sorted by position size