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BOND
Showing 8 of 9 quarters

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

Waverly Advisors, LLC holds 1M shares of BOND (PIMCO ETF TR), worth $94.3M as of 2026-Q1. The position was increased (+59.5% shares). BOND represents 0.7% of Waverly Advisors, LLC's portfolio.

Current Value

$94.3M

Current Shares

1M

Total Value Change

+$88.8M

Total Shares Change

+961,380

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1M
+59.5%
$94.3M0.7%$93.69
60
2025-Q4
Increased
640,890
+181.0%
$59.7M0.5%$92.91
57
2025-Q3
Decreased
228,089
-2.5%
$21.3M0.2%$91.39
0
2025-Q2
Decreased
233,951
-10.3%
$21.6M0.2%$88.70
0
2025-Q1
Increased
260,826
+11.1%
$24.1M0.3%$88.07
38
2024-Q4
Increased
234,736
+261.1%
$21.2M0.3%$85.61
55
2024-Q3
Increased
65,006
+6.8%
$6.2M0.1%$88.23
35
2024-Q2
Increased
60,896
+40.3%
$5.5M0.1%$83.64
43

Other major holders of BOND: MORGAN STANLEY, LPL Financial LLC

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