IFG Advisory’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

IFG Advisory’s Portfolio PDX Stock Details PDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$174K	Hold	8,550	–	–	0.01%	907
2026 Q2	$178K	Buy	+8,550	New	+$181K	0.01%	908
2025 Q4	–	Sell	-8,550	Closed	-$213K	–	789
2025 Q3	$213K	Hold	8,550	–	–	0.01%	735
2025 Q2	$211K	Hold	8,550	–	–	0.01%	705
2025 Q1	$210K	Hold	8,550	–	–	0.01%	647
2024 Q4	$223K	Buy	+8,550	New	+$213K	0.01%	615
2023 Q3	–	Sell	-11,384	Closed	-$179K	–	540
2023 Q2	$179K	Hold	11,384	–	–	0.02%	314
2023 Q1	$166K	Buy	11,384 +65	+0.6%	+$984	0.02%	496
2022 Q4	$169K	Sell	11,319 -2,422	-18%	-$36.8K	0.02%	474
2022 Q3	$185K	Buy	13,741 +113	+0.8%	+$1.63K	0.02%	499
2022 Q2	$174K	Buy	13,628 +98	+0.7%	+$1.42K	0.02%	444
2022 Q1	$200K	Buy	13,530 +85	+0.6%	+$1.18K	0.02%	475
2021 Q4	$173K	Hold	13,445	–	–	0.02%	485
2021 Q3	$164K	Hold	13,445	–	–	0.02%	472
2021 Q2	$168K	Buy	+13,445	New	+$154K	0.02%	464
2021 Q1	–	Sell	-16,115	Closed	-$130K	–	483
2020 Q4	$130K	Sell	16,115 -800	-5%	-$5.8K	0.02%	442
2020 Q3	$104K	Buy	+16,915	New	+$117K	0.02%	406

Other funds holding PDX

Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

ACM

Altium Capital Management New York $68.8M AUM 7.27% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

IFG Advisory's PDX Position: Q3 2026 in Review

IFG Advisory held its PIMCO Dynamic Income Strategy Fund (PDX) position steady in Q3 2026 at 8,550 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #907.

IFG Advisory first reported a position in PDX in Q3 2020 and has held it in 17 quarters since. The position peaked at $223K in Q4 2024. 45 funds tracked by Wall St. Rank hold PDX as of Q3 2026.

IFG Advisory held 8,550 shares of PIMCO Dynamic Income Strategy Fund worth $174K as of Q3 2026.
IFG Advisory left its PIMCO Dynamic Income Strategy Fund share count unchanged in Q3 2026.
PIMCO Dynamic Income Strategy Fund made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #907 holding.
IFG Advisory first reported a position in PIMCO Dynamic Income Strategy Fund in Q3 2020 and has held it in 17 quarters since.
IFG Advisory's PIMCO Dynamic Income Strategy Fund position peaked at $223K in Q4 2024.
45 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.