BerganKDV Wealth Management LLC Has $3.45 Million Stake in Pimco Total Return ETF (BOND)

BerganKDV Wealth Management LLC boosted its holdings in shares of Pimco Total Return ETF (NYSEARCA:BOND) by 6.1% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 33,672 shares of the exchange traded fund’s stock after buying an additional 1,931 shares during the period. Pimco Total Return ETF makes up about 0.7% of BerganKDV Wealth Management LLC’s holdings, making the stock its 21st largest holding. BerganKDV Wealth Management LLC owned 0.18% of Pimco Total Return ETF worth $3,447,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Norway Savings Bank boosted its stake in Pimco Total Return ETF by 40.0% during the third quarter. Norway Savings Bank now owns 12,243 shares of the exchange traded fund’s stock valued at $1,253,000 after buying an additional 3,500 shares during the period. Burt Wealth Advisors boosted its stake in Pimco Total Return ETF by 193.4% during the third quarter. Burt Wealth Advisors now owns 3,641 shares of the exchange traded fund’s stock valued at $373,000 after buying an additional 2,400 shares during the period. Atria Investments LLC boosted its stake in Pimco Total Return ETF by 29.9% during the third quarter. Atria Investments LLC now owns 3,191 shares of the exchange traded fund’s stock valued at $327,000 after buying an additional 735 shares during the period. OLD Mission Capital LLC bought a new stake in Pimco Total Return ETF during the second quarter valued at $344,000. Finally, Hudson Capital Management LLC boosted its stake in Pimco Total Return ETF by 13.1% during the third quarter. Hudson Capital Management LLC now owns 46,137 shares of the exchange traded fund’s stock valued at $4,723,000 after buying an additional 5,346 shares during the period.

NYSEARCA:BOND opened at $101.47 on Monday. Pimco Total Return ETF has a 52-week low of $100.80 and a 52-week high of $106.67.

The firm also recently disclosed a monthly dividend, which was paid on Tuesday, November 6th. Investors of record on Friday, November 2nd were paid a dividend of $0.32 per share. This is a positive change from Pimco Total Return ETF’s previous monthly dividend of $0.30. The ex-dividend date was Thursday, November 1st. This represents a $3.84 annualized dividend and a yield of 3.78%.

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Read More: Asset Allocation

Institutional Ownership by Quarter for Pimco Total Return ETF (NYSEARCA:BOND)

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