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Pimco Total Return Etf totl shares owned by Betterment

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

Historical chart of Betterment 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 Betterment 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 Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 12k 91.83
2023-12-31 $988k 11k 92.47
2023-09-30 $605k 6.9k 87.90
2023-06-30 $464k 5.1k 91.54
2023-03-31 $318k 3.4k 92.71

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Jpmorgan Usd Emg (EMB)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding Pimco Total Return Etf totl

CWM
Morgan Stanley
Tectonic Advisors
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Advisor Group Holdings
Resources Investment Advisors
Bank of America Corporation
Royal Bank of Canada
Sand Hill Advisors
Jpmorgan Chase & Co
Commonwealth Equity Services
International Assets Investment Management
Goss Wealth Management

View all funds holding Pimco Total Return Etf totl