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Pimco Exch Traded Fund shares owned by Barnes Wealth Management Group

Quarter-by-quarter ownership of Pimco Exch Traded Fund (LDUR) shares owned by Barnes Wealth Management Group from 13F filings

Historical chart of Barnes Wealth Management Group investment in Pimco Exch Traded Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Exch Traded Fund held by Barnes Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Exch Traded Fund by Barnes Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 29k 95.95
2025-09-30 $2.7M 28k 96.15
2025-06-30 $2.6M 27k 95.83
2025-03-31 $2.6M 27k 95.98
2024-12-31 $2.4M 25k 94.99

More positions owned by Barnes Wealth Management Group

Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Barnes Wealth Management Group

Top funds holding Pimco Exch Traded Fund

CWM
Advocacy Wealth Management Services
LPL Financial
Wells Fargo & Company
TD Capital Management
Kelly Financial Group
Jpmorgan Chase & Co
O'Connor Financial Group
Wealth Enhancement Advisory Services
Envestnet Asset Management
Beacon Capital Management
HighTower Advisors
UBS Group
Resources Investment Advisors
First National Corp

View all funds holding Pimco Exch Traded Fund