IWM
IHT Wealth 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 | $6.31M | Buy |
237,699
+86,483
| +57% | +$2.3M | 0.17% | 119 |
|
|
2025
Q1 | $3.98M | Buy |
151,216
+123,264
| +441% | +$3.25M | 0.12% | 164 |
|
|
2024
Q4 | $725K | Buy |
27,952
+616
| +2% | +$16K | 0.02% | 555 |
|
|
2024
Q3 | $729K | Buy |
27,336
+837
| +3% | +$22.3K | 0.02% | 597 |
|
|
2024
Q2 | $679K | Buy |
+26,499
| New | +$679K | 0.03% | 542 |
|