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Pimco Total Return Etf totl shares owned by Keyvantage Wealth

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

Historical chart of Keyvantage 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 Keyvantage 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 Keyvantage Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 18k 93.35
2025-06-30 $1.8M 19k 92.18
2025-03-31 $2.0M 22k 92.47

More positions owned by Keyvantage Wealth

Schwab International Equity Etf Etf (SCHF)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Jpmorgan Active Growth Etf Etf (JGRO)
Jpmorgan Active Value Etf Etf (JAVA)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Vanguard Mid-cap Etf Etf (VO)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)
Schwab International Small-cap Equity Etf Etf (SCHC)
Jpmorgan Municipal Etf Etf (JMUB)
Vanguard Small-cap Etf Etf (VB)
Dimensional Us Small Cap Value Etf Etf (DFSV)

View all positions for Keyvantage Wealth

Top funds holding Pimco Total Return Etf totl

CWM
Morgan Stanley
LPL Financial
Envestnet Asset Management
Advisor Group Holdings
Wells Fargo & Company
Tectonic Advisors
Resources Investment Advisors
AE Wealth Management
Great Valley Advisor Group
Goss Wealth Management
Cetera Investment Advisers
UBS Group
Jpmorgan Chase & Co
Change Path

View all funds holding Pimco Total Return Etf totl