SWMG
Sanchez Wealth Management Group’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 | $22.8M | Buy |
860,892
+66,235
| +8% | +$1.76M | 5.51% | 8 |
|
|
2025
Q1 | $20.9M | Buy |
794,657
+49,211
| +7% | +$1.3M | 5.69% | 7 |
|
|
2024
Q4 | $19.3M | Buy |
745,446
+26,639
| +4% | +$690K | 5.28% | 9 |
|
|
2024
Q3 | $19.2M | Buy |
718,807
+38,499
| +6% | +$1.03M | 5.84% | 7 |
|
|
2024
Q2 | $17.4M | Buy |
680,308
+14,781
| +2% | +$379K | 5.65% | 7 |
|
|
2024
Q1 | $17.1M | Buy |
665,527
+10,124
| +2% | +$261K | 5.81% | 8 |
|
|
2023
Q4 | $16.8M | Buy |
+655,403
| New | +$16.8M | 6.13% | 7 |
|