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Pimco Total Return Etf totl shares owned by Crestmont Private Wealth

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

Historical chart of Crestmont Private Wealth 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 Crestmont Private Wealth 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 Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $17M 184k 93.08
2025-09-30 $17M 185k 93.35
2025-06-30 $17M 180k 92.18

More positions owned by Crestmont Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Etf (IWB)
Motorola Solutions Com New (MSI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Crestmont Private Wealth

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
UBS Group
Cetera Investment Advisers
Jpmorgan Chase & Co
Change Path
Vickerman Investment Advisors

View all funds holding Pimco Total Return Etf totl