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Independent Solutions Wealth Management, LLC → PDI
Independent Solutions Wealth Management, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
6
Latest value
$8.9M
Q3 2026
Peak value
$8.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.6M |
| Q1 2026 | $8.2M |
| Q2 2026 | $4.9M |
| Q2 2026 | $7.9M |
| Q3 2026 | $6.2M |
| Q3 2026 | $8.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.9M | 88.9K | — | — |
| Q3 2026 | $6.2M | 243.5K | — | — |
| Q2 2026 | $7.9M | 78.2K | — | — |
| Q2 2026 | $4.9M | 183.1K | — | — |
| Q1 2026 | $8.2M | 81.2K | — | — |
| Q4 2025 | $3.6M | 36.1K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
$930.9M