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Pimco shares owned by Independent Solutions Wealth Management

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

Historical chart of Independent Solutions Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Independent Solutions Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.9M 183k 26.52

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Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr Core S&p Mcp Etf (IJH)
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Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Ishares Tr Intrm Gov Cr Etf (GVI)

View all positions for Independent Solutions Wealth Management

Top funds holding Pimco

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

View all funds holding Pimco