PWM
Pinnacle 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 | $15.4M | Sell |
582,073
-22,631
| -4% | -$601K | 12.92% | 1 |
|
|
2025
Q1 | $15.9M | Buy |
604,704
+590,616
| +4,192% | +$15.6M | 17.95% | 1 |
|
|
2024
Q4 | $365K | Buy |
14,088
+744
| +6% | +$19.3K | 0.41% | 33 |
|
|
2024
Q3 | $356K | Buy |
13,344
+171
| +1% | +$4.56K | 0.43% | 34 |
|
|
2024
Q2 | $338K | Sell |
13,173
-2,534
| -16% | -$65K | 0.42% | 39 |
|
|
2024
Q1 | $405K | Buy |
15,707
+5,720
| +57% | +$147K | 0.42% | 41 |
|
|
2023
Q4 | $256K | Sell |
9,987
-723
| -7% | -$18.6K | 0.29% | 32 |
|
|
2023
Q3 | $262K | Buy |
+10,710
| New | +$262K | 0.32% | 37 |
|