IHT Wealth Management, LLC PYLD — PIMCO ETF TR

Ownership history in IHT Wealth Management, LLC  ·  7 quarters on record

AI Ownership Summary

IHT Wealth Management, LLC reported PIMCO ETF TR (PYLD) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.42% in 2025 Q4. The latest visible filing shows PYLD at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PYLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IHT Wealth Management, LLC's position in PIMCO ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PYLD was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PYLD stock page IHT Wealth Management, LLC fund profile IHT Wealth Management, LLC full holdings
How IHT Wealth Management, LLC held PYLD — position size vs. price
% of Fund (quarterly)    PYLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 652,406 +317,189 +94.6% 0.42% $17.4M 2026-02-14 (Est.) $26.67
2025 Q3 ADDED — — — 335,217 +97,518 +41.0% 0.23% $9.0M 2025-11-14 $26.01
2025 Q2 ADDED — — — 237,699 +86,483 +57.2% 0.17% $6.3M 2025-08-14 $25.45
2025 Q1 ADDED — — — 151,216 +123,264 +441.0% 0.12% $4.0M 2025-05-15 $24.62
2024 Q4 ADDED — — — 27,952 +616 +2.3% 0.02% $725K 2025-02-14 $24.39
2024 Q3 ADDED — — — 27,336 +837 +3.2% 0.02% $728K 2024-11-14 $23.85
2024 Q2 INITIATED — — — 26,499 — — 0.03% $679K 2024-08-14 $23.59

🏢 Other funds also holding PYLD

As of 2026 Q1 — sorted by position size

Wall Capital Group, Inc. 3Y 7Y 35.7% Sheridan Capital Management, LLC 17.98% Pinnacle Wealth Management, LLC 3Y 12.26% Sunflower Bank, N.A. 3Y 11.35% Family Investment Center, Inc. 3Y 10.75% EQ WEALTH ADVISORS, LLC 10.17% Mueller Wealth, LLC 9.68% RFG HOLDINGS, INC. 3Y 9.64% Waterway Wealth Management, LLC 9.17% RIVERCHASE WEALTH MANAGEMENT, LLC 8.92%

FAQ About IHT Wealth Management, LLC and PYLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has IHT Wealth Management, LLC reported owning PYLD?

IHT Wealth Management, LLC reported PYLD across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported PYLD position in IHT Wealth Management, LLC's portfolio?

The largest reported portfolio weight for PYLD was 0.42% in 2025 Q4.

What is the latest reported PYLD position on this page?

The most recent filing on this page is 2025 Q4, when IHT Wealth Management, LLC reported 652,406 shares, equal to 0.42% of portfolio, with an estimated market value of $17.4M.

What does the chart on this PYLD ownership page compare?

The chart compares IHT Wealth Management, LLC's quarterly PYLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IHT Wealth Management, LLC time their PYLD position?

Based on 13F filing dates vs. subsequent PYLD price moves, IHT Wealth Management, LLC correctly timed 6 out of 6 reported position changes (100%). The annualised alpha on PYLD relative to SPY over the holding period was -7.8%.

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