Montgomery Financial Services »

Pimco Etf Tr 0-5 high yield shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Pimco Etf Tr 0-5 high yield (HYS) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Pimco Etf Tr 0-5 high yield

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr 0-5 high yield held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Etf Tr 0-5 high yield by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4k 15 93.53

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Pimco Etf Tr 0-5 high yield

Morgan Stanley
Envestnet Asset Management
Assetmark
CWM
LPL Financial
Resources Investment Advisors
Pnc Financial Services
Mid-American Wealth Advisory Group
Cetera Investment Advisers
Td Private Client Wealth
RMR Wealth Builders
Royal Bank of Canada
Bank of America Corporation
Bleakley Financial Group
Condor Capital Management

View all funds holding Pimco Etf Tr 0-5 high yield