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Pimco Total Return Etf totl shares owned by Strata Wealth Advisors

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

Historical chart of Strata 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 Strata 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 Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 12k 94.61
2024-06-30 $1.1M 12k 91.08
2024-03-31 $1.1M 12k 91.86
2023-12-31 $1.1M 12k 92.45

More positions owned by Strata Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Fundamental Us L (FNDX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Multisector Bd (PYLD)
Progressive Corporation (PGR)
Booking Holdings (BKNG)
Microsoft Corporation (MSFT)
Apple (AAPL)
American Express Company (AXP)
Alphabet Cap Stk Cl C (GOOG)
Arista Networks (ANET)

View all positions for Strata Wealth Advisors

Top funds holding Pimco Total Return Etf totl

CWM
Morgan Stanley
Tectonic Advisors
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Advisor Group Holdings
Resources Investment Advisors
Bank of America Corporation
Royal Bank of Canada
Sand Hill Advisors
Jpmorgan Chase & Co
Commonwealth Equity Services
International Assets Investment Management
Goss Wealth Management

View all funds holding Pimco Total Return Etf totl