Jeter Robert S II PYLD β€” PIMCO ETF TR

Ownership history in Jeter Robert S II  Β·  1 quarter on record

AI Ownership Summary

Jeter Robert S II reported PIMCO ETF TR (PYLD) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 5.39% in 2026 Q1. The latest visible filing shows PYLD at 5.39% 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 Jeter Robert S II'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
2026 Q1

PYLD was reported at 5.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.39% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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.

How Jeter Robert S II held PYLD β€” position size vs. price
% of Fund (quarterly)    PYLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 204,638 β€” β€” 5.39% $5.4M 2026-05-12 $26.35

FAQ About Jeter Robert S II and PYLD

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

How long has Jeter Robert S II reported owning PYLD?

Jeter Robert S II reported PYLD across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported PYLD position in Jeter Robert S II's portfolio?

The largest reported portfolio weight for PYLD was 5.39% in 2026 Q1.

What is the latest reported PYLD position on this page?

The most recent filing on this page is 2026 Q1, when Jeter Robert S II reported 204,638 shares, equal to 5.39% of portfolio, with an estimated market value of $5.4M.

What does the chart on this PYLD ownership page compare?

The chart compares Jeter Robert S II'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.

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