Iams Wealth Management’s PIMCO High Income Fund PHK Stock Holding History

Iams Wealth Management’s Portfolio PHK Stock Details PHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$140K	Hold	30,000	–	–	0.04%	190
2026 Q1	$139K	Hold	30,000	–	–	0.05%	186
2025 Q4	$146K	Hold	30,000	–	–	0.05%	187
2025 Q3	$150K	Hold	30,000	–	–	0.06%	184
2025 Q2	$144K	Hold	30,000	–	–	0.07%	168
2025 Q1	$147K	Hold	30,000	–	–	0.07%	157
2024 Q4	$146K	Hold	30,000	–	–	0.07%	163
2024 Q3	$150K	Hold	30,000	–	–	0.07%	145
2024 Q2	$145K	Buy	+30,000	New	+$144K	0.08%	138

Other funds holding PHK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Iams Wealth Management's PHK Position: Q2 2026 in Review

Iams Wealth Management held its PIMCO High Income Fund (PHK) position steady in Q2 2026 at 30,000 shares worth $140K. The position accounts for 0.04% of the portfolio, ranked #190.

Iams Wealth Management first reported a position in PHK in Q2 2024 and has held it in 9 quarters since. The position peaked at $150K in Q3 2024. 135 funds tracked by Wall St. Rank hold PHK as of Q2 2026.

Iams Wealth Management held 30,000 shares of PIMCO High Income Fund worth $140K as of Q2 2026.
Iams Wealth Management left its PIMCO High Income Fund share count unchanged in Q2 2026.
PIMCO High Income Fund made up 0.04% of Iams Wealth Management's portfolio in Q2 2026, its #190 holding.
Iams Wealth Management first reported a position in PIMCO High Income Fund in Q2 2024 and has held it in 9 quarters since.
Iams Wealth Management's PIMCO High Income Fund position peaked at $150K in Q3 2024.
135 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.