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Pimco Etf Tr shares owned by Heirloom Wealth Management

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

Historical chart of Heirloom Wealth Management investment in Pimco Etf Tr

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

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Quarterly reported holdings in Pimco Etf Tr by Heirloom Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $262k 2.6k 101.22
2024-06-30 $262k 2.6k 101.10
2024-03-31 $2.3M 23k 101.15
2023-12-31 $214k 2.1k 100.64