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PIMCO High Income Fund shares owned by Madison Wealth Partners

Quarter-by-quarter ownership of PIMCO High Income Fund (PHK) shares owned by Madison Wealth Partners from 13F filings

Historical chart of Madison Wealth Partners investment in PIMCO High Income Fund

Tip: Access up to 7 years of quarterly data

All positions including PIMCO High Income Fund held by Madison Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO High Income Fund by Madison Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $115k 23k 4.94
2023-12-31 $116k 23k 4.99

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Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Madison Wealth Partners

Top funds holding PIMCO High Income Fund

Rivernorth Capital Management
Penserra Capital Management
Cambridge Investment Research Advisors
Bank of America Corporation
Commonwealth Equity Services
Guggenheim Capital, LLC Managers
UBS Group
Advisor Group Holdings
Park Avenue Securities
Principal Securities
Apollon Wealth Management
Baird Financial
Livelsberger Financial Advisory
Kestra Advisory Services
Scotia Capital

View all funds holding PIMCO High Income Fund