Morris Financial Concepts »

Pimco Total Return Etf totl shares owned by Morris Financial Concepts

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

Historical chart of Morris Financial Concepts 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 Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Total Return Etf totl by Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 145 93.50
2025-06-30 $14k 151 92.15
2025-03-31 $14k 151 92.28

More positions owned by Morris Financial Concepts

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Short Treas Bd (SHV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr S&p 500 Val Etf (IVE)
Tesla Motors (TSLA)

View all positions for Morris Financial Concepts

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