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Pimco Exch Traded Fund shares owned by KerberRose Wealth Management

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

Historical chart of KerberRose Wealth Management investment in Pimco Exch Traded Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Exch Traded Fund by KerberRose Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $1.1M 12k 95.99

More positions owned by KerberRose Wealth Management

Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Spdr Portfolio S P 1500 Cmpst St Etf Portfoli S&p1500 (SPTM)
Ishares Tips Bond Etf Tips Bd Etf (TIP)
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)
Schwab Us Tips Etf Us Tips Etf (SCHP)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Apple (AAPL)
Vanguard Small Cap Etf Small Cp Etf (VB)
Ishares Brd Usd Inv Grd Corp Bd Etf Usd Inv Grde Etf (USIG)
Ishares Core 1-5 Year Usd Bond Etf Core 1 5 Yr Usd (ISTB)
Microsoft Corporation (MSFT)
Ishares 0-5 Year Tips Bond Etf 0-5 Yr Tips Etf (STIP)
Vanguard Short Term Cor Bd Etf Iv Shrt Trm Corp Bd (VCSH)
Invesco Total Return Bond Etf Total Return (GTO)

View all positions for KerberRose Wealth Management

Top funds holding Pimco Exch Traded Fund

CWM
Bank of America Corporation
Advocacy Wealth Management Services
TD Capital Management
Elwood & Goetz Wealth Advisory Group
HighTower Advisors
Royal Bank of Canada
UBS Group
O'Connor Financial Group
HPM Partners
Financial Gravity Wealth
Vickerman Investment Advisors
Access Financial Services
Dynamic Advisors Solutions
Pamela Horwath

View all funds holding Pimco Exch Traded Fund