Consilium Wealth Advisory »

Pimco Total Return Etf totl shares owned by Consilium Wealth Advisory

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

Historical chart of Consilium Wealth Advisory 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 Consilium Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Total Return Etf totl by Consilium Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $745k 8.0k 93.35
2025-06-30 $735k 8.0k 92.18

More positions owned by Consilium Wealth Advisory

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core 60/40 Balan (AOR)
Trane Technologies SHS (TT)
Apple (AAPL)
Wells Fargo & Company (WFC)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core Msci Euro (IEUR)
Ishares Tr Core 80/20 Aggre (AOA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Consilium Wealth Advisory

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