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PIMCO Income CL I3 shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of PIMCO Income CL I3 (PIPNX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in PIMCO Income CL I3

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Income CL I3 held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Income CL I3 by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $454k 42k 10.79
2024-06-30 $478k 46k 10.48
2024-03-31 $491k 46k 10.60
2023-09-30 $450k 44k 10.19
2023-06-30 $454k 44k 10.41
2023-03-31 $452k 43k 10.45
2022-12-31 $442k 43k 10.35
2022-09-30 $430k 42k 10.26
2022-06-30 $440k 42k 10.61
2022-03-31 $465k 41k 11.32
2021-12-31 $487k 41k 11.95
2021-09-30 $488k 41k 12.02
2021-06-30 $487k 40k 12.08
2021-03-31 $483k 40k 12.04

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding PIMCO Income CL I3

Encompass Wealth Advisors

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