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Alpine Bank Wealth Management → PDI

Alpine Bank Wealth Management PDI Position History

PIMCO Dynamic Income Fund

Quarters held
4
Latest value
$1.4M
Q3 2026
Peak value
$32.1M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$32.1M
Q2 2026$261K
Q3 2026$7.6M
Q3 2026$1.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.4M14.9K——
Q3 2026$7.6M84.1K——
Q2 2026$261K2.8K——
Q2 2026$32.1M343.6K——

Other funds holding PDI

Other Alpine Bank Wealth Management positions

JPM-PM

J P Morgan CORE Plus Bond ETF

$120.7M
IVZ

Invesco S&P 500 Momentum ETF

$101.3M
IVZ

Invesco S&P 500 Momentum ETF

$99.2M
JPM-PM

J P Morgan CORE Plus Bond ETF

$86.8M
IVZ

Invesco S&P 500 Momentum ETF

$86.8M
ETHA

iShares Systematic Bond ETF

$83.4M
IVZ

Invesco S&P 500 Momentum ETF

$76.8M
JPM-PM

J P Morgan CORE Plus Bond ETF

$73.6M