International Private Wealth Advisors LLC
Position in PHK — Pimco High Income Fund
CIK 2022637
SAN DIEGO, CA
Position in PHK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$135,559
+$4,739 QoQ
Shares Held
29,090
+3.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#65
of 135 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026International Private Wealth Advisors LLC holds $3,456,753 across 6 Asset Management names. PHK ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,283 | $1,233,681 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
39,296 | $931,708 | |
| 3 | TROW |
Price T Rowe Group Inc
|
5,080 | $577,545 | |
| 4 | PFG |
Principal Financial Group Inc
|
3,604 | $388,439 | |
| 5 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
24,089 | $189,821 | |
| 6 | PHK |
Pimco High Income Fund
This page
|
29,090 | $135,559 |
All Filings in PHK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,559 | 29,090 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $130,820 | 28,255 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $133,577 | 27,485 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $133,417 | 26,737 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $124,819 | 26,004 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $123,633 | 25,283 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $119,546 | 24,598 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $119,735 | 23,947 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $112,257 | 23,290 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $111,915 | 22,655 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $110,054 | 22,055 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||