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Pimco Total Return Etf totl shares owned by Beta Wealth

Quarter-by-quarter ownership of Pimco Total Return Etf totl (BOND) shares owned by Beta Wealth from 13F filings

Historical chart of Beta Wealth investment in Pimco Total Return Etf totl

Tip: Access up to 7 years of quarterly data

All positions including Pimco Total Return Etf totl held by Beta Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Total Return Etf totl by Beta Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $355k 3.8k 92.45

More positions owned by Beta Wealth

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Microsoft Corporation (MSFT)
Blackstone Group Inc Com Cl A (BX)
Amazon (AMZN)
Walt Disney Company (DIS)
Apple (AAPL)
Dbx Etf Tr Xtrack Msci Eafe (HDEF)
Vaneck Etf Trust Agribusiness Etf (MOO)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Pimco Dynamic Income SHS (PDI)

View all positions for Beta Wealth

Top funds holding Pimco Total Return Etf totl

CWM
Tectonic Advisors
Advisor Group Holdings
Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
UBS Group
Mercer Global Advisors
Scotia Capital
Raymond James & Associates
RFG Advisory
Raymond James Financial Services Advisors
Your Advocates
Captrust Financial Advisors
Hudson Capital Management

View all funds holding Pimco Total Return Etf totl