Pimco Total Return Etf totl shares owned by UMA Financial Services
Quarter-by-quarter ownership of Pimco Total Return Etf totl (BOND) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Pimco Total Return Etf totl
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All positions including Pimco Total Return Etf totl held by UMA Financial Services 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 UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $530k | 5.7k | 93.32 |
| 2024-06-30 | $524k | 5.7k | 92.23 |
| 2024-03-31 | $765k | 8.6k | 89.04 |
| 2023-12-31 | $737k | 8.0k | 91.68 |
| 2023-09-30 | $696k | 8.0k | 87.18 |
| 2023-06-30 | $683k | 7.5k | 91.11 |
| 2023-03-31 | $686k | 7.4k | 92.32 |
| 2022-12-31 | $695k | 7.4k | 93.52 |
| 2022-09-30 | $668k | 7.4k | 89.94 |
| 2022-06-30 | $700k | 7.2k | 97.56 |
| 2022-03-31 | $687k | 7.0k | 97.91 |
| 2021-12-31 | $758k | 7.0k | 108.02 |
| 2021-09-30 | $756k | 6.9k | 110.11 |
| 2021-06-30 | $731k | 6.5k | 111.84 |
| 2021-03-31 | $671k | 6.1k | 109.64 |
| 2020-12-31 | $739k | 6.6k | 111.78 |
| 2020-09-30 | $677k | 6.1k | 111.29 |
| 2020-06-30 | $683k | 6.0k | 113.15 |
| 2020-03-31 | $677k | 6.2k | 108.93 |
| 2019-12-31 | $905k | 8.4k | 108.34 |
| 2019-09-30 | $876k | 8.1k | 108.59 |