Arbor Trust Wealth Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Arbor Trust Wealth Advisors’s Portfolio PYLD Stock Details PYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.74M	Buy	257,324 +32,342	+14%	+$862K	2.96%	9
2025 Q4	$6.03M	Buy	224,982 +37,414	+20%	+$1M	2.64%	13
2025 Q3	$5.03M	Buy	187,568 +29,320	+19%	+$779K	2.27%	16
2025 Q2	$4.2M	Sell	158,248 -8,307	-5%	-$217K	2.05%	18
2025 Q1	$4.39M	Buy	166,555 +75,483	+83%	+$1.98M	2.06%	19
2024 Q4	$2.37M	Buy	+91,072	New	+$2.38M	1.11%	30

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arbor Trust Wealth Advisors's PYLD Position: Q1 2026 in Review

Arbor Trust Wealth Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 14% in Q1 2026, buying an estimated $862K and bringing the position to 257,324 shares worth $6.74M. The position accounts for 2.96% of the portfolio, ranked #9.

Arbor Trust Wealth Advisors first reported a position in PYLD in Q4 2024 and has held it in 6 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

Arbor Trust Wealth Advisors held 257,324 shares of PIMCO Multi Sector Bond Active ETF worth $6.74M as of Q1 2026.
Arbor Trust Wealth Advisors bought 32,342 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $862K.
PIMCO Multi Sector Bond Active ETF made up 2.96% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #9 holding.
Arbor Trust Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 6 quarters since.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.