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

Barnes Wealth Management Group’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 		$1.02M Buy
38,754
+21,890
+130% +$583K 0.52% 54
2025
Q4 		$450K Buy
16,864
+6,134
+57% +$164K 0.24% 91
2025
Q3 		$288K Buy
10,730
+287
+3% +$7.63K 0.16% 126
2025
Q2 		$277K Buy
10,443
+1,797
+21% +$46.9K 0.16% 121
2025
Q1 		$228K Buy
+8,646
New +$226K 0.15% 130

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barnes Wealth Management Group's PYLD Position: Q1 2026 in Review

Barnes Wealth Management Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 130% in Q1 2026, buying an estimated $583K and bringing the position to 38,754 shares worth $1.02M. The position accounts for 0.52% of the portfolio, ranked #54.

Barnes Wealth Management Group first reported a position in PYLD in Q1 2025 and has held it in 5 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Barnes Wealth Management Group held 38,754 shares of PIMCO Multi Sector Bond Active ETF worth $1.02M as of Q1 2026.
  • Barnes Wealth Management Group bought 21,890 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $583K.
  • PIMCO Multi Sector Bond Active ETF made up 0.52% of Barnes Wealth Management Group's portfolio in Q1 2026, its #54 holding.
  • Barnes Wealth Management Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 5 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.