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Pimco Total Return Etf totl shares owned by SlateStone Wealth

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

Historical chart of SlateStone Wealth 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 SlateStone Wealth 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 SlateStone Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 37k 93.35
2025-06-30 $1.3M 14k 92.20

More positions owned by SlateStone Wealth

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
iShares USA Quality Fctr Etf (QUAL)
Vanguard Index Funds EXTEND MK Etf (VXF)
Alphabet Inc Class A cs (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
iShares Russell 1000 Growth ET Etf (IWF)
Caterpillar (CAT)
Berkshire Hathaway (BRK.B)
Amphenol Corporation (APH)
iShares Russell 1000 Val ETF Etf (IWD)
iShares 20 Yr Tr Bond ETF Etf (TLT)
Pepsi (PEP)

View all positions for SlateStone Wealth

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