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Pimco Etf Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Pimco Etf Tr (PMBS) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Pimco Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Etf Tr by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 240k 49.66
2025-06-30 $12M 234k 49.05
2025-03-31 $14M 279k 49.08
2024-12-31 $6.8M 142k 47.86
2024-09-30 $2.5M 51k 49.92

More positions owned by LPL Financial

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Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

Top funds holding Pimco Etf Tr

Allianz Asset Management
Orgel Wealth Management
Wealth Enhancement Advisory Services
Advocacy Wealth Management Services
CWM
LPL Financial
Integrated Wealth Concepts
Resources Investment Advisors
Raymond James Financial
Cresta Advisors
SkyView Investment Advisors
Sontag Advisory
Hollencrest Securities
Change Path
Cambridge Investment Research Advisors

View all funds holding Pimco Etf Tr