Position history for Waverly Advisors, LLC's holdings in PIMCO ETF TR
Waverly Advisors, LLC holds 640,890 shares of BOND (PIMCO ETF TR), worth $59.7M as of 2025-Q4. The position was increased (++181.0% shares). BOND represents 0.5% of Waverly Advisors, LLC's portfolio.
Current Value
$59.7M
Current Shares
640,890
Total Value Change
+$54.1M
Total Shares Change
+579,994
Other major holders of BOND: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, MORGAN STANLEY
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 |