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Pimco Total Return Etf totl shares owned by ADG Wealth Management Group

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

Historical chart of ADG Wealth Management Group 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 ADG Wealth Management Group 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 ADG Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $390k 4.2k 93.08

More positions owned by ADG Wealth Management Group

Ishares S&p 500 Growth Etf Ishares Tr (IVW)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Invesco Exchange Traded Fd T (RSP)
Ishares S&p 500 Value Etf Ishares Tr (IVE)
J P Morgan Exchange Traded Fd Equity Premium J P Morgan Exchange Traded F (JEPI)
J P Morgan Exchange Traded Fd Nasdaq Eqt Prem J P Morgan Exchange Traded F (JEPQ)
Vanguard Whitehall Fds Intl High Etf Vanguard Whitehall Fds (VYMI)
Ishares Trust Core Divid Gwth Ishares Tr (DGRO)
Ishares Core S&p Mid-cap Etf Ishares Tr (IJH)
Ishares Core S&p 500 Etf Ishares Tr (IVV)
Ishares Tr Intl Div Grwth Ishares Tr (IGRO)
Select Sector Spdr Trust State Street Utilities Select Sector Spdr Etf Select Sector Spdr Tr (XLU)
Ishares Trust Core Msci Eafe Etf Ishares Tr (IEFA)
Ishares Tr Msci Usa Qlt Fct Ishares Tr (QUAL)
Ishares Select Dividend Etf Ishares Tr (DVY)
Chevron Corp Chevron Corp New (CVX)

View all positions for ADG Wealth Management Group

Top funds holding Pimco Total Return Etf totl

CWM
LPL Financial
Envestnet Asset Management
Advisor Group Holdings
Wells Fargo & Company
Tectonic Advisors
AE Wealth Management
Resources Investment Advisors
Great Valley Advisor Group
Goss Wealth Management
Cetera Investment Advisers
UBS Group
Jpmorgan Chase & Co
Change Path
Vickerman Investment Advisors

View all funds holding Pimco Total Return Etf totl