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 Q2	$1.44M	Buy	54,431 +15,677	+40%	+$414K	0.67%	41
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 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 22.96% 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

Barnes Wealth Management Group's PYLD Position: Q2 2026 in Review

Barnes Wealth Management Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 40% in Q2 2026, buying an estimated $414K and bringing the position to 54,431 shares worth $1.44M. The position accounts for 0.67% of the portfolio, ranked #41.

Barnes Wealth Management Group first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Barnes Wealth Management Group held 54,431 shares of PIMCO Multi Sector Bond Active ETF worth $1.44M as of Q2 2026.
Barnes Wealth Management Group bought 15,677 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $414K.
PIMCO Multi Sector Bond Active ETF made up 0.67% of Barnes Wealth Management Group's portfolio in Q2 2026, its #41 holding.
Barnes Wealth Management Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.