Wellington-altus Usa »

Pimco Total Return Etf totl shares owned by Wellington-altus Usa

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

Historical chart of Wellington-altus Usa 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 Wellington-altus Usa 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 Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.0M 33k 92.28
2026-03-31 $3.7M 40k 92.21
2025-12-31 $2.9M 32k 93.08

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding Pimco Total Return Etf totl

LPL Financial
Morgan Stanley
CWM
Envestnet Asset Management
Raymond James Financial
Wells Fargo & Company
AE Wealth Management
Bank of America Corporation
Resources Investment Advisors
Advisor Group Holdings
Tectonic Advisors
Goss Wealth Management
Koss-Olinger Consulting
Warren Averett Asset Management
Cetera Investment Advisers

View all funds holding Pimco Total Return Etf totl