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Pimco Total Return Etf totl shares owned by Capital Planning

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

Historical chart of Capital Planning 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 Capital Planning 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 Capital Planning

Quarter filed Position value Share count Share price at filing
2025-03-31 $3.3M 36k 92.47
2024-12-31 $3.0M 34k 90.81

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iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
Vanguard Information Technology ETF Exchange Traded Fund (VGT)
Vanguard Small-Cap ETF Exchange Traded Fund (VB)
Boeing Common Stock (BA)
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)
Vanguard Large-Cap ETF Exchange Traded Fund (VV)
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)
Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)
iShares MSCI USA Momentum Factor ETF Exchange Traded Fund (MTUM)
Technology Select Sector SPDR ETF Exchange Traded Fund (XLK)
Vanguard Mega Cap Value ETF Exchange Traded Fund (MGV)

View all positions for Capital Planning

Top funds holding Pimco Total Return Etf totl

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

View all funds holding Pimco Total Return Etf totl