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Pimco Etf Tr shares owned by Family Wealth Group

Quarter-by-quarter ownership of Pimco Etf Tr (BILZ) shares owned by Family Wealth Group from 13F filings

Historical chart of Family Wealth Group investment in Pimco Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr held by Family Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Etf Tr by Family Wealth Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $934k 9.2k 101.11
2024-03-31 $541k 5.4k 101.13

More positions owned by Family Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Apple (AAPL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Usd Inv Grde Etf (USIG)
Microsoft Corporation (MSFT)
Aim Etf Products Trust Us Larcp B10 Mar (MART)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Family Wealth Group

Top funds holding Pimco Etf Tr

Beacon Capital Management
AE Wealth Management
Allianz Asset Management
Mid-American Wealth Advisory Group
Lloyd Advisory Services
Commonwealth Equity Services
Thrivent Financial for Lutherans
Trajan Wealth
Royal Bank of Canada
Bridgewealth Advisory Group
LPL Financial
Jane Street
Great Lakes Retirement
BCJ Capital Management
Elevated Capital Advisors

View all funds holding Pimco Etf Tr