Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

BONDBOND
Showing 8 of 30 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in PIMCO ETF TR

Steward Partners Investment Advisory, LLC holds 37,187 shares of BOND (PIMCO ETF TR), worth $3.4M as of 2026-Q2. The position was increased (+43.4% shares). BOND represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$3.4M

Current Shares

37,187

Total Value Change

+$1M

Total Shares Change

+11,880

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
37,187
+43.4%
$3.4M0.0%$91.82
36
2026-Q1
Increased
25,941
+1.9%
$2.4M0.0%$90.35
27
2025-Q4
Increased
25,470
+1.2%
$2.4M0.0%$90.37
26
2025-Q3
Decreased
25,174
-0.9%
$2.3M0.0%$89.07
0
2025-Q2
Increased
25,410
+0.6%
$2.3M0.0%$86.83
26
2025-Q1
Increased
25,268
+4.1%
$2.3M0.0%$85.98
27
2024-Q4
Decreased
24,278
-4.1%
$2.2M0.0%$83.38
0
2024-Q3
Increased
25,307
+2.6%
$2.4M0.0%$85.78
27

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used