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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
2024-09-30 $560k 5.5k 101.22

More positions owned by Lodestone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds Value Etf (VTV)
Amgen (AMGN)
JPMorgan Chase & Co. (JPM)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Lennar Corp Cl A (LEN)
American Express Company (AXP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
D.R. Horton (DHI)
Merck & Co (MRK)

View all positions for Lodestone Wealth Management

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