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Selby Wealth Management, LLC → PDI
Selby Wealth Management, LLC PDI Position History
PIMCO Dynamic Income Fund
Quarters held
12
Latest value
$710K
Q3 2026
Peak value
$11.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.5M |
| Q4 2025 | $5.3M |
| Q4 2025 | $983K |
| Q1 2026 | $10.5M |
| Q1 2026 | $5.4M |
| Q1 2026 | $713K |
| Q2 2026 | $11.2M |
| Q2 2026 | $5.9M |
| Q2 2026 | $709K |
| Q3 2026 | $11.4M |
| Q3 2026 | $5.8M |
| Q3 2026 | $710K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $710K | 7.1K | — | — |
| Q3 2026 | $5.8M | 66.9K | — | — |
| Q3 2026 | $11.4M | 448.1K | — | — |
| Q2 2026 | $709K | 7.0K | — | — |
| Q2 2026 | $5.9M | 64.0K | — | — |
| Q2 2026 | $11.2M | 420.9K | — | — |
| Q1 2026 | $713K | 7.1K | — | — |
| Q1 2026 | $5.4M | 58.5K | — | — |
| Q1 2026 | $10.5M | 402.6K | — | — |
| Q4 2025 | $983K | 9.8K | — | — |
| Q4 2025 | $5.3M | 57.1K | — | — |
| Q4 2025 | $10.5M | 395.4K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$930.9M
$907.9M
$902.4M
$895.9M
Other Selby Wealth Management, LLC positions
JPM-PM
$20.6MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$19.7MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$19MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$18.5MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$18.4MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$18.3MJ P MORGAN EXCHANGE TRADED F
FIS
$18MFIDELITY MERRIMACK STR TR
FIS
$17.6MFIDELITY MERRIMACK STR TR