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Pimco Etf Tr shares owned by Lodestone Wealth Management

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

Historical chart of Lodestone Wealth Management investment in Pimco Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr held by Lodestone 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 Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $413k 4.1k 101.20
2025-06-30 $485k 4.8k 101.20
2025-03-31 $526k 5.2k 101.21
2024-12-31 $514k 5.1k 100.82
2024-09-30 $560k 5.5k 101.22

More positions owned by Lodestone Wealth Management

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Capital Group Core Plus Income Etf Etf (CGCP)
Capital Group Dividend Value Etf Etf (CGDV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Capital Group Short Duration Income Etf Etf (CGSD)
Jpmorgan Chase & Co Stock (JPM)
Nvidia Corporation Stock (NVDA)
Vanguard Value Etf Etf (VTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Amgen Stock (AMGN)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Lodestone Wealth Management

Top funds holding Pimco Etf Tr

AE Wealth Management
Allianz Asset Management
Beacon Capital Management
Captrust Financial Advisors
LPL Financial
Walled Lake Planning & Wealth Management
Summit Financial Wealth Advisors
Parallel Advisors
Goldman Sachs Group
Royal Bank of Canada
Access Financial Services
Mid-American Wealth Advisory Group
Bridgewealth Advisory Group
Essex Financial Services
Thrivent Financial for Lutherans

View all funds holding Pimco Etf Tr