GM
GeoWealth Management’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 | $38.3M | Buy |
1,444,498
+409,080
| +40% | +$10.9M | 1.5% | 14 |
|
|
2025
Q1 | $27.3M | Buy |
1,035,418
+651,203
| +169% | +$17.2M | 1.1% | 18 |
|
|
2024
Q4 | $9.96M | Buy |
384,215
+208,138
| +118% | +$5.39M | 0.33% | 57 |
|
|
2024
Q3 | $4.69M | Buy |
176,077
+28,586
| +19% | +$762K | 0.17% | 107 |
|
|
2024
Q2 | $3.78M | Buy |
147,491
+59,572
| +68% | +$1.53M | 0.16% | 94 |
|
|
2024
Q1 | $2.26M | Buy |
+87,919
| New | +$2.26M | 0.09% | 165 |
|