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Pimco Etf Tr shares owned by Trajan Wealth

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

Historical chart of Trajan Wealth investment in Pimco Etf Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Etf Tr by Trajan Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 51k 101.19
2025-06-30 $5.5M 55k 101.20
2025-03-31 $5.1M 50k 101.20
2024-12-31 $6.9M 69k 100.82
2024-09-30 $7.6M 75k 101.22
2024-06-30 $6.5M 64k 101.10

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View all positions for Trajan Wealth

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