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Pimco Etf Tr shares owned by Sontag Advisory

Quarter-by-quarter ownership of Pimco Etf Tr (PMBS) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Pimco Etf Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Etf Tr by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 131k 49.66
2025-06-30 $6.8M 138k 49.05
2025-03-31 $7.0M 143k 49.08
2024-12-31 $6.4M 133k 47.86

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding Pimco Etf Tr

Allianz Asset Management
Orgel Wealth Management
Wealth Enhancement Advisory Services
Advocacy Wealth Management Services
CWM
LPL Financial
Integrated Wealth Concepts
Resources Investment Advisors
Raymond James Financial
Cresta Advisors
SkyView Investment Advisors
Sontag Advisory
Hollencrest Securities
Change Path
Cambridge Investment Research Advisors

View all funds holding Pimco Etf Tr