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Pimco shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $37M 1.4M 26.20
2024-12-31 $36M 1.4M 25.92

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View all positions for Independent Advisor Alliance

Top funds holding Pimco

Bank of America Corporation
Morgan Stanley
LPL Financial
Envestnet Asset Management
Sequoia Financial Advisors
HighTower Advisors
AE Wealth Management
Advance Capital Management
Wells Fargo & Company
Retirement Planning Group
Goss Wealth Management
Raymond James Financial
UBS Group
United Capital Financial Advisers
TruWealth Advisors

View all funds holding Pimco