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Pimco Total Return Etf totl shares owned by Essential Planning

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

Historical chart of Essential 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 Essential 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2023-09-30 $46M 522k 88.19
2023-06-30 $46M 497k 91.59
2023-03-31 $45M 481k 92.60
2022-12-31 $36M 403k 89.54
2022-09-30 $1.1M 13k 89.64

More positions owned by Essential Planning

Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Ishares Tr Ibonds 23 Trm Ts

View all positions for Essential Planning

Top funds holding Pimco Total Return Etf totl

CWM
Tectonic Advisors
Advisor Group Holdings
Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
UBS Group
Mercer Global Advisors
Scotia Capital
Raymond James & Associates
RFG Advisory
Raymond James Financial Services Advisors
Your Advocates
Captrust Financial Advisors
Hudson Capital Management

View all funds holding Pimco Total Return Etf totl