Pimco Total Return Etf totl shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Pimco Total Return Etf totl (BOND) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Pimco Total Return Etf totl
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Quarterly reported holdings in Pimco Total Return Etf totl by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $200k | 2.2k | 91.88 |
| 2023-12-31 | $1.3M | 15k | 90.49 |
| 2023-09-30 | $1.3M | 15k | 87.90 |
| 2023-06-30 | $1.3M | 14k | 91.62 |
| 2023-03-31 | $1.3M | 14k | 92.75 |
| 2022-12-31 | $1.3M | 15k | 90.49 |
| 2022-09-30 | $1.3M | 15k | 89.72 |
| 2022-06-30 | $1.4M | 14k | 95.25 |
| 2022-03-31 | $1.5M | 14k | 101.78 |
| 2021-12-31 | $2.0M | 18k | 109.41 |
| 2021-09-30 | $2.0M | 18k | 110.55 |
| 2021-06-30 | $1.8M | 16k | 110.96 |
| 2021-03-31 | $645k | 5.9k | 109.47 |
| 2020-12-31 | $225k | 2.0k | 113.11 |
| 2020-09-30 | $276k | 2.5k | 112.43 |
| 2020-06-30 | $272k | 2.4k | 111.60 |
| 2020-03-31 | $257k | 2.4k | 106.16 |
| 2019-12-31 | $233k | 2.2k | 107.81 |
| 2019-09-30 | $203k | 1.9k | 108.91 |
More positions owned by Financial Synergies Wealth Advisors
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