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Pimco Total Return Etf totl shares owned by Pinnacle Wealth Management Advisory

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

Historical chart of Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $482k 5.2k 91.86
2023-12-31 $477k 5.2k 92.45
2023-09-30 $467k 5.3k 87.90
2023-06-30 $491k 5.4k 91.62
2023-03-31 $500k 5.4k 92.76
2022-12-31 $497k 5.5k 90.48
2022-09-30 $623k 6.9k 89.77
2022-06-30 $582k 6.1k 95.27
2022-03-31 $891k 8.8k 101.75
2021-12-31 $1.4M 13k 109.43
2021-09-30 $1.4M 12k 110.56
2021-06-30 $1.3M 12k 110.93
2021-03-31 $1.4M 12k 109.44
2020-12-31 $1.4M 13k 113.15
2020-09-30 $1.6M 14k 112.44
2020-06-30 $1.6M 14k 111.56
2020-03-31 $1.5M 14k 106.15
2019-12-31 $1.3M 12k 107.82
2019-09-30 $1.3M 12k 108.93
2019-06-30 $1.3M 12k 107.45
2019-03-31 $1.2M 11k 105.50
2018-12-31 $3.3M 32k 102.76
2018-09-30 $3.9M 38k 102.37
2018-06-30 $3.4M 33k 103.05
2018-03-31 $2.9M 28k 104.22
2017-12-31 $2.3M 22k 106.02
2017-09-30 $2.1M 20k 106.75
2017-06-30 $2.1M 20k 106.02
2017-03-31 $2.0M 19k 105.33
2016-12-31 $2.1M 20k 104.13
2016-09-30 $2.5M 23k 107.96
2016-06-30 $2.6M 24k 107.36
2016-03-31 $2.4M 23k 105.46
2015-12-31 $3.0M 29k 104.20
2015-09-30 $3.6M 35k 105.46
2015-06-30 $3.8M 35k 106.99
2015-03-31 $2.8M 26k 110.13
2014-12-31 $1.7M 16k 107.23

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
Vanguard US Total Stock Market Etf (VTI)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE Developed Market Etf (VEA)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding Pimco Total Return Etf totl

CWM
Tectonic Advisors
Advisor Group Holdings
Wells Fargo & Company
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
Your Advocates

View all funds holding Pimco Total Return Etf totl