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
Other major holders of BOND: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, MORGAN STANLEY
Increased |
| 1M |
+59.5% |
| $94.3M |
| 0.7% |
| $93.69 |
60 |
| 2025-Q4 | Increased | 640,890 | +181.0% | $59.7M | 0.5% | $92.91 | 57 |
| 2025-Q3 | Decreased | 228,089 | -2.5% | $21.3M | 0.2% | $91.39 | 0 |
| 2025-Q2 | Decreased | 233,951 | -10.3% | $21.6M | 0.2% | $88.70 | 0 |
| 2025-Q1 | Increased | 260,826 | +11.1% | $24.1M | 0.3% | $88.07 | 38 |
| 2024-Q4 | Increased | 234,736 | +261.1% | $21.2M | 0.3% | $85.61 | 55 |
| 2024-Q3 | Increased | 65,006 | +6.8% | $6.2M | 0.1% | $88.23 | 35 |
| 2024-Q2 | Increased | 60,896 | +40.3% | $5.5M | 0.1% | $83.64 | 43 |