IPWA
PHK

International Private Wealth Advisors’s PIMCO High Income Fund PHK Stock Holding History

International Private Wealth 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 		$136K Buy
29,090
+835
+3% +$3.85K 0.07% 159
2026
Q1 		$131K Buy
28,255
+770
+3% +$3.72K 0.08% 151
2025
Q4 		$134K Buy
27,485
+748
+3% +$3.64K 0.08% 155
2025
Q3 		$133K Buy
26,737
+733
+3% +$3.58K 0.08% 166
2025
Q2 		$125K Buy
26,004
+721
+3% +$3.41K 0.11% 161
2025
Q1 		$124K Buy
25,283
+685
+3% +$3.36K 0.12% 151
2024
Q4 		$120K Buy
24,598
+651
+3% +$3.27K 0.12% 151
2024
Q3 		$120K Buy
23,947
+657
+3% +$3.19K 0.18% 119
2024
Q2 		$112K Buy
23,290
+635
+3% +$3.06K 0.19% 120
2024
Q1 		$112K Buy
22,655
+600
+3% +$2.95K 0.22% 110
2023
Q4 		$110K Buy
+22,055
New +$100K 0.11% 105

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

International Private Wealth Advisors's PHK Position: Q2 2026 in Review

International Private Wealth Advisors increased its PIMCO High Income Fund (PHK) stake by 3% in Q2 2026, buying an estimated $3.85K and bringing the position to 29,090 shares worth $136K. The position accounts for 0.07% of the portfolio, ranked #159.

International Private Wealth Advisors first reported a position in PHK in Q4 2023 and has held it in 11 quarters since. 135 funds tracked by Wall St. Rank hold PHK as of Q2 2026.

  • International Private Wealth Advisors held 29,090 shares of PIMCO High Income Fund worth $136K as of Q2 2026.
  • International Private Wealth Advisors bought 835 PIMCO High Income Fund shares in Q2 2026, an estimated $3.85K.
  • PIMCO High Income Fund made up 0.07% of International Private Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • International Private Wealth Advisors first reported a position in PIMCO High Income Fund in Q4 2023 and has held it in 11 quarters since.
  • 135 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.