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Pimco Total Return Etf totl shares owned by Pacific Capital Wealth Advisors

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

Historical chart of Pacific Capital 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 Pacific Capital 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 Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $50k 536 92.45
2020-09-30 $91k 809 112.48

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Pimco Total Return Etf totl

CWM
Tectonic Advisors
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Bank of America Corporation
Royal Bank of Canada
UBS Group
Mercer Global Advisors
Scotia Capital
Raymond James & Associates
RFG Advisory
Raymond James Financial Services Advisors
Captrust Financial Advisors
Hudson Capital Management
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