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Pimco Total Return Etf totl shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Pimco Total Return Etf totl (BOND) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $26M 278k 91.86
2023-12-31 $5.2M 56k 92.45

More positions owned by Concurrent Investment Advisors

Alphabet Cap Stk Cl A Call Option (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)

View all positions for Concurrent Investment Advisors

Top funds holding Pimco Total Return Etf totl

CWM
Morgan Stanley
Tectonic Advisors
Envestnet Asset Management
Wells Fargo & Company
Advisor Group Holdings
LPL Financial
Bank of America Corporation
UBS Group
Royal Bank of Canada
Resources Investment Advisors
Essential Planning
Sand Hill Advisors
Jpmorgan Chase & Co
Scotia Capital

View all funds holding Pimco Total Return Etf totl