Fortress Wealth Management, Inc. PYLD Holdings History
Fortress Wealth Management, Inc.'s PIMCO Multisector Bond Active Exchange-Traded Fund Holding Summary
As of 2025-06-30, Fortress Wealth Management, Inc. held 617,511.00 shares of PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD), totaling $16.39 Mil. This investment constitutes 7.9% of their stock portfolio, and Fortress Wealth Management, Inc. now holds 0.28% of the outstanding PIMCO Multisector Bond Active Exchange-Traded Fund(PYLD) stock.
The initial trade took place in 2023Q4. And since then Fortress Wealth Management, Inc. has made 5 purchases of PYLD, at an average price of $25.40, for a total of 621,333.00 shares. In addition, there have been 2 sales at an average price of $25.93 for 3,822.00 shares. Based on historical transaction data and PYLD's current price of $26.34, Fortress Wealth Management, Inc.'s estimated gain on his PYLD holdings is $585,126.68, reflecting a 3.71% gain to date.
Fortress Wealth Management, Inc. PYLD ($26.34) Holding Chart
Fortress Wealth Management, Inc. PYLD ($26.34) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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