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Pimco shares owned by MBL Wealth

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

Historical chart of MBL Wealth investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by MBL Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.6M 283k 26.84
2025-06-30 $7.0M 263k 26.54

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core S&p Scp Etf (IJR)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Apple (AAPL)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Msci Intl (IDEV)

View all positions for MBL Wealth

Top funds holding Pimco

LPL Financial
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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