FWP
Falcon Wealth Planning’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.1M | Buy |
1,813,567
+70,260
| +4% | +$1.86M | 4.86% | 9 |
|
|
2025
Q1 | $45.9M | Buy |
1,743,307
+140,017
| +9% | +$3.69M | 5.11% | 6 |
|
|
2024
Q4 | $41.6M | Buy |
1,603,290
+694,092
| +76% | +$18M | 4.63% | 6 |
|
|
2024
Q3 | $24.2M | Buy |
+909,198
| New | +$24.2M | 2.85% | 15 |
|