Legacy Private Trust »

Pimco Total Return Etf totl shares owned by Legacy Private Trust

Quarter-by-quarter ownership of Pimco Total Return Etf totl (BOND) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust 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 Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Total Return Etf totl by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 158k 91.86
2023-12-31 $11M 114k 92.45

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Balanced Index Fd I Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Legacy Private Trust

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