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Pimco shares owned by Cherrydale Wealth Management

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

Historical chart of Cherrydale Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Cherrydale Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 157k 26.84
2025-06-30 $3.6M 137k 26.54
2025-03-31 $3.3M 126k 26.35
2024-12-31 $1.8M 70k 25.92
2024-09-30 $281k 11k 26.65

More positions owned by Cherrydale Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Etf (IWB)
Pimco Etf Tr Multisector Bd (PYLD)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Real Estate Etf (VNQ)
Microsoft Corporation (MSFT)

View all positions for Cherrydale Wealth Management

Top funds holding Pimco

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HighTower Advisors
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Envestnet Asset Management
Retirement Planning Group
AE Wealth Management
Goss Wealth Management
TruWealth Advisors
Raymond James Financial
Advance Capital Management
Gr Financial Group
Advocacy Wealth Management Services
Krilogy Financial
CWM

View all funds holding Pimco