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BONDBOND
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Position history for WAWaverly Advisors, LLC's holdings in PIMCO ETF TR

Waverly Advisors, LLC holds 1.3M shares of BOND (PIMCO ETF TR), worth $122.9M as of 2026-Q2. The position was increased (+30.3% shares). BOND represents 0.7% of Waverly Advisors, LLC's portfolio.

Current Value

$122.9M

Current Shares

1.3M

Total Value Change

+$116.7M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+30.3%
$122.9M0.7%$91.82
54
2026-Q1
Increased
1M
+59.5%
$94.3M0.7%$90.75
60
2025-Q4
Increased
640,890
+181.0%
$59.7M0.5%$90.77
57
2025-Q3
Decreased
228,089
-2.5%
$21.3M0.2%$89.47
0
2025-Q2
Decreased
233,951
-10.3%
$21.6M0.2%$87.21
0
2025-Q1
Increased
260,826
+11.1%
$24.1M0.3%$86.37
38
2024-Q4
Increased
234,736
+261.1%
$21.2M0.3%$83.75
55
2024-Q3
Increased
65,006
+6.8%
$6.2M0.1%$86.16
35

Other major holders of BOND: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, LPL Financial LLC

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