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Pimco shares owned by CarsonAllaria Wealth Management

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

Historical chart of CarsonAllaria Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9M 219k 26.84
2025-06-30 $5.3M 200k 26.54
2025-03-31 $4.9M 188k 26.35
2024-12-31 $4.5M 174k 25.92
2024-09-30 $4.3M 162k 26.65
2024-06-30 $3.4M 134k 25.64
2024-03-31 $3.0M 118k 25.76
2023-12-31 $695k 27k 25.67

More positions owned by CarsonAllaria Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core Msci Intl (IDEV)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Pimco Etf Tr Muni Income Opp (MINO)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Core Msci Emkt (IEMG)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)

View all positions for CarsonAllaria Wealth Management

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View all funds holding Pimco