IA
PHK

IFP Advisors’s PIMCO High Income Fund PHK Stock Holding History

IFP Advisors’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 		$9.72K Buy
2,087
+63
+3% +$290 ﹤0.01% 3413
2026
Q1 		$9.37K Buy
2,024
+58
+3% +$280 ﹤0.01% 3185
2025
Q4 		$9.55K Buy
1,966
+57
+3% +$277 ﹤0.01% 3087
2025
Q3 		$9.53K Buy
1,909
+55
+3% +$269 ﹤0.01% 2927
2025
Q2 		$8.9K Buy
1,854
+54
+3% +$255 ﹤0.01% 2989
2025
Q1 		$8.8K Buy
+1,800
New +$8.84K ﹤0.01% 2622
2023
Q4 		– Sell
-49
Closed -$219 – 3259
2023
Q3 		$219 Hold
49
– – ﹤0.01% 3185
2023
Q2 		$247 Hold
49
– – ﹤0.01% 3291
2023
Q1 		$405 Sell
49
-1,023
-95% -$5.13K ﹤0.01% 3207
2022
Q4 		$10K Sell
1,072
-4,928
-82% -$23.7K ﹤0.01% 3399
2022
Q3 		$49K Hold
6,000
– – ﹤0.01% 2387
2022
Q2 		$49K Hold
6,000
– – ﹤0.01% 2188
2022
Q1 		$49K Buy
+6,000
New +$35.4K ﹤0.01% 2188
2019
Q1 		$9K Sell
1,000
-6,860
-87% -$59.6K ﹤0.01% 1666
2018
Q4 		$63K Buy
7,860
+5,830
+287% +$47.5K ﹤0.01% 1472
2018
Q3 		$17K Sell
2,030
-1,586
-44% -$13.8K ﹤0.01% 2548
2018
Q2 		$30K Sell
3,616
-1
-0% -$8 ﹤0.01% 2224
2018
Q1 		$27K Hold
3,617
– – ﹤0.01% 2202
2017
Q4 		$27K Sell
3,617
-22,922
-86% -$176K ﹤0.01% 2230
2017
Q3 		$221K Sell
26,539
-6,145
-19% -$52.4K 0.01% 1087
2017
Q2 		$286K Sell
32,684
-1,109
-3% -$9.7K 0.01% 930
2017
Q1 		$294K Sell
33,793
-6,936
-17% -$62.9K 0.01% 912
2016
Q4 		$373K Buy
40,729
+1,640
+4% +$15.1K 0.02% 760
2016
Q3 		$389K Buy
39,089
+16,001
+69% +$159K 0.02% 676
2016
Q2 		$225K Buy
23,088
+22,088
+2,209% +$207K 0.01% 913
2016
Q1 		$9K Sell
1,000
-7,345
-88% -$59.8K ﹤0.01% 1664
2015
Q4 		$68K Buy
+8,345
New +$69.9K ﹤0.01% 1422

Other funds holding PHK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IFP Advisors's PHK Position: Q2 2026 in Review

IFP Advisors increased its PIMCO High Income Fund (PHK) stake by 3.1% in Q2 2026, buying an estimated $290 and bringing the position to 2,087 shares worth $9.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3413.

IFP Advisors first reported a position in PHK in Q4 2015 and has held it in 27 quarters since. The position peaked at $389K in Q3 2016. 135 funds tracked by Wall St. Rank hold PHK as of Q2 2026.

  • IFP Advisors held 2,087 shares of PIMCO High Income Fund worth $9.72K as of Q2 2026.
  • IFP Advisors bought 63 PIMCO High Income Fund shares in Q2 2026, an estimated $290.
  • PIMCO High Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3413 holding.
  • IFP Advisors first reported a position in PIMCO High Income Fund in Q4 2015 and has held it in 27 quarters since.
  • IFP Advisors's PIMCO High Income Fund position peaked at $389K in Q3 2016.
  • 135 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.