SEC 13F Intelligence

Mcgrath & Associates, Inc. / BOND

Mcgrath & Associates, Inc.’s Pimco Etf Tr Position

Does Mcgrath & Associates, Inc. own Pimco Etf Tr (BOND)? Yes — 159.7K shares worth $15M (+21.68% of its 13F portfolio) as of Q1 2026, up from 135.1K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
159.7K
% of Portfolio
+21.68%
Quarters Held
6
currently held

Position History BOND

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $7MQ1 ’25Q2 ’25: $9MQ2 ’25Q3 ’25: $11MQ3 ’25Q4 ’25: $13MQ4 ’25Q1 ’26: $15MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026159.7K$15M+21.68%
Q4 2025135.1K$13M+17.85%
Q3 2025120.7K$11M+16.74%
Q2 2025101.6K$9M+15.25%
Q1 202575.5K$7M+12.75%
Q4 202438.5K$3M+7.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mcgrath & Associates, Inc.’s full portfolio or all institutional holders of BOND.