IronOak Wealth »

Pimco shares owned by IronOak Wealth

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

Historical chart of IronOak Wealth investment in Pimco

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco by IronOak Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.3M 86k 26.54

More positions owned by IronOak Wealth

Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Amazon (AMZN)
Broadcom (AVGO)
Uber Technologies (UBER)
Intuit (INTU)
Coinbase Global Com Cl A (COIN)
Netflix (NFLX)
Ge Vernova (GEV)
Microsoft Corporation (MSFT)
Vaneck Bitcoin Etf Sh Ben Int (HODL)
Pimco Etf Tr Multisector Bd (PYLD)
Servicenow (NOW)
Meta Platforms Cl A (META)

View all positions for IronOak Wealth

Top funds holding Pimco

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

View all funds holding Pimco