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PRFDPRFD
4 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in PIMCO ETF TR

Integrated Wealth Concepts LLC holds 78,708 shares of PRFD (PIMCO ETF TR), worth $4M as of 2026-Q2. The position was increased (+119.3% shares). PRFD represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$4M

Current Shares

78,708

Total Value Change

+$2.3M

Total Shares Change

+44,540

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
78,708
+119.3%
$4M0.0%$50.84
43
2026-Q1
Increased
35,888
+4.3%
$1.8M0.0%$49.44
27
2025-Q4
Increased
34,401
+0.7%
$1.8M0.0%$49.78
26
2025-Q3
New
34,168
-
$1.8M0.0%$49.13
36

Other major holders of PRFD: Allianz Asset Management GmbH

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