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Pimco Total Return Etf totl shares owned by Keystone Wealth Services

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

Historical chart of Keystone Wealth Services 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 Keystone Wealth Services 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 Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $417k 4.5k 91.86
2023-12-31 $305k 3.3k 92.45
2023-09-30 $264k 3.0k 87.90
2023-06-30 $250k 2.7k 91.62

More positions owned by Keystone Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
ConocoPhillips (COP)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
Ishares Tr Esg Awr Msci Usa (ESGU)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Ishares Tr Core Total Usd (IUSB)

View all positions for Keystone Wealth Services

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
Essential Planning
Mercer Global Advisors
Scotia Capital
Raymond James & Associates
RFG Advisory
Raymond James Financial Services Advisors
Captrust Financial Advisors
Hudson Capital Management

View all funds holding Pimco Total Return Etf totl