Pimco Total Return Etf totl shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Pimco Total Return Etf totl (BOND) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Pimco Total Return Etf totl
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Quarterly reported holdings in Pimco Total Return Etf totl by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $225k | 2.4k | 91.85 |
| 2023-12-31 | $287k | 3.1k | 92.45 |
| 2023-09-30 | $468k | 5.3k | 87.89 |
| 2023-06-30 | $255k | 2.8k | 91.62 |
| 2023-03-31 | $626k | 6.7k | 92.76 |
| 2022-12-31 | $1.0M | 11k | 92.73 |
| 2022-09-30 | $1.0M | 10k | 97.56 |
| 2022-03-31 | $14M | 132k | 108.70 |
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