First Heartland Consultants, Inc. PYLD holdings history
PIMCO MULTISECTOR BOND ACTV · CUSIP 72201R585 · CIK 1428793
As of 2026-06-30, First Heartland Consultants, Inc. reported 889.77K PYLD (shares), valued at $23.60M, or 1.53% of its reported non-derivative portfolio. Filed 2026-07-08.
Verify history & sources →Shares increased 0.12%; reported value increased 1.34%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.53% | 889,771 | SEC filing ↗Filed Jul 8, 2026 |
| Q1 2026 | 1.78% | 888,723 | SEC filing ↗Filed Apr 8, 2026 |
| Q4 2025 | 1.71% | 844,578 | SEC filing ↗Filed Jan 9, 2026 |
| Q3 2025 | 1.61% | 742,653 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 1.69% | 714,933 | SEC filing ↗Filed Aug 15, 2025 |
| Q1 2025 | 1.82% | 668,147 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 0.83% | 313,986 | SEC filing ↗Filed Feb 18, 2025 |
| Q3 2024 | 0.44% | 152,615 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 1.82% | 713,915 | SEC filing ↗Filed Jul 25, 2024 |
| Q1 2024 | 1.84% | 687,393 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 0.56% | 179,871 | SEC filing ↗Filed Feb 8, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.56% | 179,871 | $4.62M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 1.84% | 687,393 | $17.71M | Shares increased 282.16%; reported value increased 283.60%, and weight changed +1.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 1.82% | 713,915 | $18.30M | Shares increased 3.86%; reported value increased 3.38%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2024 |
| Q3 2024 | 0.44% | 152,615 | $4.07M | Shares decreased 78.62%; reported value decreased 77.78%, and weight changed -1.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 0.83% | 313,986 | $8.14M | Shares increased 105.74%; reported value increased 100.11%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 18, 2025 |
| Q1 2025 | 1.82% | 668,147 | $17.61M | Shares increased 112.80%; reported value increased 116.33%, and weight changed +0.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 1.69% | 714,933 | $18.97M | Shares increased 7.00%; reported value increased 7.77%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 15, 2025 |
| Q3 2025 | 1.61% | 742,653 | $19.93M | Shares increased 3.88%; reported value increased 5.05%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 1.71% | 844,578 | $22.53M | Shares increased 13.72%; reported value increased 13.05%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 9, 2026 |
| Q1 2026 | 1.78% | 888,723 | $23.28M | Shares increased 5.23%; reported value increased 3.33%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2026 |
| Q2 2026 | 1.53% | 889,771 | $23.60M | Shares increased 0.12%; reported value increased 1.34%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2026 |
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