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Pimco shares owned by Wealth Advisors of Iowa

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

Historical chart of Wealth Advisors of Iowa investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Wealth Advisors of Iowa

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 81k 26.84

More positions owned by Wealth Advisors of Iowa

J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Eafe Min Vl (EFAV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Msci Usa Min Vol (USMV)
American Centy Etf Tr Us Quality Grow (QGRO)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Principal Exchange Traded Us Mega Cp Etf (USMC)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
American Centy Etf Tr Quality Divrsfed (QINT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Wealth Advisors of Iowa

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