Pimco Total Return Etf totl shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Pimco Total Return Etf totl (BOND) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Pimco Total Return Etf totl
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Quarterly reported holdings in Pimco Total Return Etf totl by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.9M | 21k | 92.18 |
| 2025-03-31 | $2.8M | 31k | 92.47 |
| 2024-12-31 | $2.9M | 32k | 90.42 |
| 2024-09-30 | $2.4M | 26k | 94.61 |
| 2024-06-30 | $2.2M | 25k | 91.08 |
| 2024-03-31 | $2.2M | 24k | 91.86 |
| 2023-12-31 | $2.6M | 28k | 92.45 |
| 2023-09-30 | $2.2M | 25k | 87.90 |
| 2023-06-30 | $2.4M | 20k | 118.00 |
| 2023-03-31 | $2.5M | 52k | 48.92 |
| 2022-12-31 | $6.2M | 68k | 90.48 |
| 2022-09-30 | $2.4M | 27k | 89.72 |
| 2022-06-30 | $4.9M | 52k | 95.26 |
| 2022-03-31 | $2.7M | 27k | 101.77 |
| 2021-12-31 | $999k | 9.1k | 109.46 |
| 2021-09-30 | $947k | 47k | 20.18 |
| 2021-06-30 | $911k | 8.2k | 110.96 |
| 2021-03-31 | $1.0M | 9.2k | 109.42 |
| 2020-12-31 | $1.3M | 12k | 113.10 |
| 2020-09-30 | $1.4M | 13k | 112.43 |
| 2020-06-30 | $1.3M | 12k | 111.55 |
| 2020-03-31 | $1.6M | 15k | 106.18 |
| 2019-12-31 | $2.1M | 19k | 107.82 |
| 2019-09-30 | $1.6M | 15k | 108.88 |
| 2019-06-30 | $1.4M | 13k | 107.49 |
| 2019-03-31 | $1.3M | 12k | 105.54 |
| 2018-12-31 | $2.0M | 19k | 102.77 |
| 2018-09-30 | $917k | 9.0k | 102.34 |
| 2018-06-30 | $578k | 5.6k | 103.03 |