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Pimco Total Return Etf totl shares owned by SimpliFi

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

Historical chart of SimpliFi 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 SimpliFi 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 SimpliFi

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.8M 105k 93.08
2025-09-30 $20M 213k 93.35
2025-06-30 $19M 209k 92.18
2025-03-31 $19M 205k 92.47

More positions owned by SimpliFi

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Em Mkts Qtly Div (DGRE)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for SimpliFi

Top funds holding Pimco Total Return Etf totl

CWM
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Advisor Group Holdings
Tectonic Advisors
Resources Investment Advisors
AE Wealth Management
Koss-Olinger Consulting
Great Valley Advisor Group
Goss Wealth Management
Raymond James Financial
Cetera Investment Advisers
UBS Group
Vickerman Investment Advisors

View all funds holding Pimco Total Return Etf totl