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MBM WEALTH CONSULTANTS, LLC → PDI
MBM WEALTH CONSULTANTS, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
7
Latest value
$5M
Q3 2026
Peak value
$13.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.2M |
| Q4 2025 | $3.6M |
| Q1 2026 | $4M |
| Q2 2026 | $12.9M |
| Q2 2026 | $4.6M |
| Q3 2026 | $13.1M |
| Q3 2026 | $5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5M | 100.2K | — | — |
| Q3 2026 | $13.1M | 151.0K | — | — |
| Q2 2026 | $4.6M | 92.1K | — | — |
| Q2 2026 | $12.9M | 140.4K | — | — |
| Q1 2026 | $4M | 79.6K | — | — |
| Q4 2025 | $3.6M | 71.5K | — | — |
| Q3 2025 | $3.2M | 64.1K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M