PIMCO ETF TR

Ticker: BOND CUSIP: 72201R775 Class: ACTIVE BD ETF

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 2,301 Value ($000) $215 Avg Close — Range —
Q2 2025
Shares 5,676 Value ($000) $523 Avg Close — Range —
Q1 2025
Shares 3,392 Value ($000) $314 Avg Close — Range —
Q4 2024
Shares 3,409 Value ($000) $308 Avg Close — Range —
Q3 2024
Shares 3,470 Value ($000) $328 Avg Close — Range —
Q2 2024
Shares 2,470 Value ($000) $225 Avg Close — Range —
Q1 2024
Shares 2,448 Value ($000) $225 Avg Close — Range —
Q4 2023
Shares 3,101 Value ($000) $287 Avg Close — Range —
Q3 2023
Shares 5,328 Value ($000) $468 Avg Close — Range —
Q2 2023
Shares 2,778 Value ($000) $255 Avg Close — Range —
Q1 2023
Shares 6,743 Value ($000) $625 Avg Close — Range —
Q4 2022
Shares 10,850 Value ($000) $1,006 Avg Close — Range —
Q3 2022
Shares 10,324 Value ($000) $957 Avg Close — Range —
Q1 2022
Shares 131,871 Value ($000) $12,880 Avg Close — Range —