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Pimco Total Return Etf totl shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement 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 Morris Retirement 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 Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $10M 108k 93.08
2025-09-30 $9.5M 102k 93.35
2025-06-30 $8.4M 91k 92.18

More positions owned by Morris Retirement Advisors

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
Ishares Tr Core S&p500 Etf (IVV)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Active Bd Etf (BOND)
Ssga Active Etf Tr State Street Bla (SRLN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Aer Def Etf (ITA)
Spdr Series Trust State Street Spd (KBE)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchange Traded Rba Indl Etf (AIRR)

View all positions for Morris Retirement Advisors

Top funds holding Pimco Total Return Etf totl

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

View all funds holding Pimco Total Return Etf totl