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Pimco Etf Tr shares owned by LiftPoint Family Wealth Advisors

Quarter-by-quarter ownership of Pimco Etf Tr (PMBS) shares owned by LiftPoint Family Wealth Advisors from 13F filings

Historical chart of LiftPoint Family Wealth Advisors investment in Pimco Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr held by LiftPoint Family Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Etf Tr by LiftPoint Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $273k 5.5k 49.60

More positions owned by LiftPoint Family Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Long Term Muni (LMUB)
Ishares Tr National Mun Etf (MUB)
Blackrock Etf Trust Ishares Large Ca (BLCR)
Apple (AAPL)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for LiftPoint Family Wealth Advisors

Top funds holding Pimco Etf Tr

Allianz Asset Management
Orgel Wealth Management
CWM
Advocacy Wealth Management Services
Resources Investment Advisors
McNamara Financial Services
LPL Financial
Envestnet Asset Management
Horizon Investments
Alliance Private Wealth
Goss Wealth Management
Colony
Integrated Wealth Concepts
Raymond James Financial
Cresta Advisors

View all funds holding Pimco Etf Tr