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IAMS WEALTH MANAGEMENT, LLC → PDI
IAMS WEALTH MANAGEMENT, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
7
Latest value
$2.7M
Q3 2026
Peak value
$3.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $146K |
| Q1 2026 | $139K |
| Q1 2026 | $2.7M |
| Q2 2026 | $140K |
| Q2 2026 | $2.7M |
| Q3 2026 | $3.8M |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 31.4K | — | — |
| Q3 2026 | $3.8M | 148.0K | — | — |
| Q2 2026 | $2.7M | 101.2K | — | — |
| Q2 2026 | $140K | 30.0K | — | — |
| Q1 2026 | $2.7M | 104.0K | — | — |
| Q1 2026 | $139K | 30.0K | — | — |
| Q4 2025 | $146K | 30.0K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M