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Pimco shares owned by BIP Wealth

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by BIP Wealth from 13F filings

Historical chart of BIP Wealth investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by BIP Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by BIP Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $13M 471k 26.68

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Eafe Etf (EFA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Series Trust State Street Spd (SPSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Muni Bnd Tax Exempt Etf Uie (VTEB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Total Bond Market Etf Uie (BND)

View all positions for BIP Wealth

Top funds holding Pimco

LPL Financial
Sequoia Financial Advisors
HighTower Advisors
AE Wealth Management
Envestnet Asset Management
Retirement Planning Group
Raymond James Financial
Goss Wealth Management
Advance Capital Management
Wells Fargo & Company
CWM
TruWealth Advisors
Advocacy Wealth Management Services
Krilogy Financial
WCG Wealth Advisors

View all funds holding Pimco