BAM Wealth Management
PYLD icon

BAM Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

BAM Wealth Management’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
Q3 		$4.04M Buy
159,235
+15,208
+11% +$396K 2.19% 12
2026
Q2 		$3.82M Buy
144,027
+4,668
+3% +$123K 2.39% 11
2026
Q1 		$3.65M Buy
139,359
+12,093
+10% +$322K 2.73% 10
2025
Q4 		$3.4M Buy
127,266
+16,374
+15% +$439K 2.46% 11
2025
Q3 		$2.98M Buy
+110,892
New +$2.95M 2.31% 11

Other funds holding PYLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
GR Financial Group
GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BAM Wealth Management's PYLD Position: Q3 2026 in Review

BAM Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 11% in Q3 2026, buying an estimated $396K and bringing the position to 159,235 shares worth $4.04M. The position accounts for 2.19% of the portfolio, ranked #12.

BAM Wealth Management first reported a position in PYLD in Q3 2025 and has held it in 5 quarters since. 446 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • BAM Wealth Management held 159,235 shares of PIMCO Multi Sector Bond Active ETF worth $4.04M as of Q3 2026.
  • BAM Wealth Management bought 15,208 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $396K.
  • PIMCO Multi Sector Bond Active ETF made up 2.19% of BAM Wealth Management's portfolio in Q3 2026, its #12 holding.
  • BAM Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and has held it in 5 quarters since.
  • 446 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.