PFL
PIMCO INCOME STRATEGY FUNDMarquee-fund ownership over time
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors | Q1 2025 | Q2 2025 | — | +0% |
| Millennium Management | Q4 2024 | Q1 2025 | — | +0% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at PIMCO INCOME STRATEGY FUND. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Apr 18, 2024 — the most recent Form 4 on file — not from today.
- Form 40001610520-24-000075Apr 18, 2024
- Form 40001209191-23-058548Dec 13, 2023
- Form 40000070858-23-000230Sep 20, 2023
- Form 40001181431-15-001582Jan 28, 2015
- Form 40000919574-14-006164Nov 12, 2014
- Form 40001140361-14-028090Jul 9, 2014
- Form 40001181431-13-041509Jul 26, 2013
- Form 40001181431-13-039194Jul 8, 2013
- Form 40001181431-13-036017Jun 20, 2013
- Form 40000932440-11-000572May 3, 2011
- Form 40000932440-11-000570May 3, 2011
- Form 40000932440-11-000350Mar 21, 2011
- Form 4/Aamend0000919574-11-002095Mar 10, 2011
- Form 40000919574-11-000391Jan 28, 2011
- Form 40001181431-10-061943Dec 15, 2010
Fundamentals
XBRL · PIMCO INCOME STRATEGY FUNDNot enough XBRL history to plot. PIMCO INCOME STRATEGY FUNDhasn't tagged revenue, net income, EPS, or operating cash flow in the SEC us-gaap taxonomy with at least two fiscal-year periods — typical for SPACs / trust vehicles, pre-revenue biotechs, recent IPOs, and foreign filers reporting under IFRS.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for PIMCO INCOME STRATEGY FUND — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- DEF 14ANOTICE & PROXYMay 13, 2026
- DEF 14ANOTICE & PROXYMay 15, 2025
- 8-KMaterial eventAug 20, 2024
- DEF 14ANOTICE & PROXYMay 16, 2024
- SC 13G/A5%+ ownership (amended)Apr 17, 2024
- SC 13G/A5%+ ownership (amended)Oct 4, 2023
- SC 13G/A13G AOct 3, 2023
- 8-KMaterial eventSep 26, 2023
- DEF 14ANOTICE & PROXYMay 19, 2023
- DEF 14ANOTICE & PROXYMay 18, 2023
- 8-KMaterial eventDec 2, 2022
- DEF 14ANOTICE & PROXYMay 18, 2022
- 8-KMaterial eventMar 30, 2022
- DEF 14ANOTICE & PROXYMay 18, 2021
- SC 13G/ANONEFeb 1, 2021
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q1 2025 | Q2 2025 | $0.00 | — | +0% |
| Millennium Management | Q4 2024 | Q1 2025 | $0.00 | — | +0% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.