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Boyce & Associates Wealth Consulting, Inc. → PDI

Boyce & Associates Wealth Consulting, Inc. PDI Position History

PIMCO Dynamic Income Fund • Financial Services

Quarters held
3
Latest value
$6.7M
Q3 2026
Peak value
$6.7M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$883K
Q2 2026$896K
Q3 2026$6.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.7M264.3K——
Q2 2026$896K33.8K——
Q1 2026$883K33.7K——

Other funds holding PDI

Other Boyce & Associates Wealth Consulting, Inc. positions

BTCW

WISDOMTREE TR

$19.7M
BTCW

WISDOMTREE TR

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BTCW

WISDOMTREE TR

$17.8M
BTCW

WISDOMTREE TR

$17.3M
BTCW

WISDOMTREE TR

$17.2M
HODL

VANECK ETF TRUST

$10.9M
HODL

VANECK ETF TRUST

$10.7M
HODL

VANECK ETF TRUST

$10.3M