Pimco Total Return Etf totl shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Pimco Total Return Etf totl (BOND) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Pimco Total Return Etf totl
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Quarterly reported holdings in Pimco Total Return Etf totl by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $995k | 11k | 94.61 |
| 2024-06-30 | $958k | 11k | 91.08 |
| 2024-03-31 | $966k | 11k | 91.86 |
| 2023-12-31 | $973k | 11k | 92.45 |
| 2023-09-30 | $1.0M | 12k | 87.90 |
| 2023-06-30 | $1.6M | 18k | 91.62 |
| 2023-03-31 | $1.8M | 19k | 92.76 |
| 2022-12-31 | $1.8M | 20k | 90.76 |
| 2022-09-30 | $1.8M | 20k | 89.73 |
| 2022-06-30 | $1.9M | 20k | 95.24 |
| 2022-03-31 | $2.3M | 23k | 101.78 |
| 2021-12-31 | $2.7M | 24k | 109.41 |
| 2021-09-30 | $2.6M | 23k | 110.54 |
| 2021-06-30 | $1.6M | 15k | 110.98 |
| 2021-03-31 | $1.8M | 17k | 109.43 |
| 2020-12-31 | $1.7M | 15k | 113.13 |
| 2020-09-30 | $919k | 8.2k | 112.42 |
| 2020-06-30 | $786k | 7.1k | 111.41 |
| 2020-03-31 | $753k | 7.1k | 106.24 |
| 2019-12-31 | $615k | 5.7k | 107.74 |
| 2019-09-30 | $622k | 5.7k | 108.97 |
| 2019-06-30 | $610k | 5.7k | 107.49 |
| 2019-03-31 | $599k | 8.7k | 68.68 |
| 2018-12-31 | $587k | 5.7k | 102.86 |
| 2018-09-30 | $578k | 5.7k | 101.28 |
| 2018-06-30 | $588k | 5.7k | 103.03 |
| 2018-03-31 | $698k | 6.7k | 104.23 |
| 2017-12-31 | $600k | 5.7k | 105.91 |