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Pimco Total Return Etf totl shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Pimco Total Return Etf totl (BOND) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.9M 75k 91.86
2023-09-30 $3.1M 36k 87.90
2023-06-30 $1.8M 20k 91.62
2023-03-31 $1.6M 17k 92.74
2022-12-31 $1.5M 17k 90.48
2022-09-30 $1.3M 15k 89.71
2022-06-30 $1.0M 11k 95.26

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

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