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Pimco Total Return Etf totl shares owned by Emergent Wealth Advisors

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

Historical chart of Emergent Wealth Advisors 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 Emergent Wealth Advisors 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 Emergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.2M 66k 93.63
2025-06-30 $5.8M 61k 95.12
2025-03-31 $5.5M 59k 92.47
2024-12-31 $2.6M 29k 90.42

More positions owned by Emergent Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Pfd And Incm Sec (PFF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Emergent Wealth Advisors

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