MWM
MinichMacGregor 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 | $19M | Sell |
717,512
-420
| -0.1% | -$11.1K | 4.07% | 3 |
|
|
2025
Q1 | $18.9M | Buy |
717,932
+158,377
| +28% | +$4.17M | 4.24% | 3 |
|
|
2024
Q4 | $14.5M | Buy |
559,555
+42,053
| +8% | +$1.09M | 3.01% | 5 |
|
|
2024
Q3 | $13.8M | Buy |
517,502
+20,079
| +4% | +$535K | 2.96% | 5 |
|
|
2024
Q2 | $12.8M | Buy |
497,423
+484,851
| +3,857% | +$12.4M | 3.11% | 5 |
|
|
2024
Q1 | $321K | Buy |
+12,572
| New | +$321K | 0.08% | 82 |
|