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PIMCO High Income Fund shares owned by Whipplewood Advisors

Quarter-by-quarter ownership of PIMCO High Income Fund (PHK) shares owned by Whipplewood Advisors from 13F filings

Historical chart of Whipplewood Advisors investment in PIMCO High Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO High Income Fund by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 205k 4.99
2025-06-30 $982k 205k 4.80

More positions owned by Whipplewood Advisors

Janus Detroit Street Trust Exchange Traded Fund (JAAA)
Innovator ETF Trust Exchange Traded Fund (BALT)
Tesla Common / Ordinary Stock (TSLA)
Vanguard Etf/usa Exchange Traded Fund (VIG)
JP Morgan Investment Management Exchange Traded Fund (JEPI)
ARK Investment Management Exchange Traded Fund (ARKK)
BlackRock Fund Advisors Exchange Traded Fund (MTUM)
Vanguard Etf/usa Exchange Traded Fund (VT)
Apple Common / Ordinary Stock (AAPL)
First Trust ETFs/USA Exchange Traded Fund (RDVI)
Vanguard Etf/usa Exchange Traded Fund (VIGI)
Western Asset Management Closed-end Fund (WEA)
Vanguard ETF/USA Exchange Traded Fund (VEA)
Charles Schwab Investment Management Exchange Traded Fund (FNDF)
JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood Advisors

Top funds holding PIMCO High Income Fund

Rivernorth Capital Management
LPL Financial
Guggenheim Capital, LLC Managers
Invesco
Advisor Group Holdings
UBS Group
Cohen & Steers Capital Management
Envestnet Asset Management
Morgan Stanley
Cetera Investment Advisers
Commonwealth Equity Services
CLS Investments
Cambridge Investment Research Advisors
Park Avenue Securities
Kestra Advisory Services

View all funds holding PIMCO High Income Fund