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Pimco Total Return Etf totl shares owned by Evolve Private Wealth

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

Historical chart of Evolve 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 Evolve 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 Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $49M 527k 92.28

More positions owned by Evolve Private Wealth

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr International Sl (ISCF)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Emng Mkts Eqt (EMGF)
Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Evolve Private Wealth

Top funds holding Pimco Total Return Etf totl

CWM
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Advisor Group Holdings
Tectonic Advisors
Resources Investment Advisors
AE Wealth Management
Koss-Olinger Consulting
Great Valley Advisor Group
Goss Wealth Management
Heirloom Wealth Management
Raymond James Financial
Cetera Investment Advisers
UBS Group

View all funds holding Pimco Total Return Etf totl