IWM
PHK
Iams Wealth Management’s PIMCO High Income Fund PHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | 162 |
|
|
2024
Q3 | $150K | Hold |
30,000
| – | – | 0.07% | 145 |
|
|
2024
Q2 | $145K | Buy |
+30,000
| New | +$145K | 0.08% | 138 |
|