AssuredPartners Investment Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

AssuredPartners Investment 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 Q2	$2.64M	Buy	99,592 +565	+0.6%	+$14.9K	0.26%	108
2026 Q1	$2.6M	Sell	99,027 -4,599	-4%	-$123K	0.28%	92
2025 Q4	$2.76M	Buy	103,626 +72,475	+233%	+$1.94M	0.41%	64
2025 Q3	$836K	Buy	31,151 +120	+0.4%	+$3.19K	0.19%	98
2025 Q2	$824K	Sell	31,031 -78,454	-72%	-$2.05M	0.2%	94
2025 Q1	$2.88M	Buy	109,485 +4,840	+5%	+$127K	0.56%	50
2024 Q4	$2.71M	Buy	+104,645	New	+$2.74M	0.53%	50

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SFA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

AssuredPartners Investment Advisors's PYLD Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 0.57% in Q2 2026, buying an estimated $14.9K and bringing the position to 99,592 shares worth $2.64M. The position accounts for 0.26% of the portfolio, ranked #108.

AssuredPartners Investment Advisors first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.88M in Q1 2025. 693 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

AssuredPartners Investment Advisors held 99,592 shares of PIMCO Multi Sector Bond Active ETF worth $2.64M as of Q2 2026.
AssuredPartners Investment Advisors bought 565 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $14.9K.
PIMCO Multi Sector Bond Active ETF made up 0.26% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #108 holding.
AssuredPartners Investment Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $2.88M in Q1 2025.
693 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.