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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

Tip: Access up to 7 years of quarterly data

All positions including Pimco Total Return Etf totl held by HCR 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
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