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Pimco Total Return Etf totl shares owned by Legacy Private Trust

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

Historical chart of Legacy Private Trust 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 Legacy Private Trust 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 Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 213k 94.61
2024-06-30 $18M 200k 91.08
2024-03-31 $15M 158k 91.86
2023-12-31 $11M 114k 92.45

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for Legacy Private Trust

Top funds holding Pimco Total Return Etf totl

CWM
Morgan Stanley
Tectonic Advisors
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Advisor Group Holdings
Resources Investment Advisors
Bank of America Corporation
Royal Bank of Canada
Sand Hill Advisors
Jpmorgan Chase & Co
Commonwealth Equity Services
International Assets Investment Management
Goss Wealth Management

View all funds holding Pimco Total Return Etf totl