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Pimco shares owned by IHT Wealth Management

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

Historical chart of IHT Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by IHT Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0M 335k 26.84
2025-06-30 $6.3M 238k 26.54
2025-03-31 $4.0M 151k 26.35
2024-12-31 $725k 28k 25.92
2024-09-30 $729k 27k 26.65
2024-06-30 $679k 27k 25.64

More positions owned by IHT Wealth Management

Apple (AAPL)
Wisdomtree Floating Floatng Rat Trea (USFR)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Invesco Qqq Unit Ser 1 (QQQ)
Spdr Portfolio Prtflo S&p500 Vl (SPYV)
Ishares Core Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Portfolio Portfolio S&p500 (SPLG)
Spdr Portfolio Prtflo S&p500 Gw (SPYG)
First Trust Ft Vest Fd Of Bu (BUFR)
Amazon (AMZN)
ISHARES 20 Plus 20 Yr Tr Bd Etf (TLT)
Ishares Msci Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq Nasdaq 100 Etf (QQQM)

View all positions for IHT Wealth Management

Top funds holding Pimco

LPL Financial
Morgan Stanley
HighTower Advisors
Sequoia Financial Advisors
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