Smallwood Wealth Investment Management »

PIMCO Strategic Global Government Fund shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of PIMCO Strategic Global Government Fund (RCS) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in PIMCO Strategic Global Government Fund

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Strategic Global Government Fund held by Smallwood Wealth Investment Management 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 Strategic Global Government Fund by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 2.2k 7.59
2025-06-30 $15k 2.2k 6.96
2025-03-31 $14k 2.2k 6.25

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding PIMCO Strategic Global Government Fund

Cambridge Investment Research Advisors
Advisor Group Holdings
Morgan Stanley
Benjamin Edwards
UBS Group
Commonwealth Equity Services
LPL Financial
Mercer Global Advisors
Citadel Advisors
Janney Montgomery Scott
Milestone Asset Management
Goss Wealth Management
Bravias Capital Group
Owen LaRue
Cetera Investment Advisers

View all funds holding PIMCO Strategic Global Government Fund