Bartlett & Co Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Bartlett & Co 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 Q2	–	Sell	-235	Closed	-$6.18K	–	1361
2026 Q1	$6.18K	Buy	+235	New	+$6.26K	﹤0.01%	986

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

Bartlett & Co Wealth Management's PYLD Position: Q2 2026 in Review

Bartlett & Co Wealth Management sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026, closing a stake of 235 shares — an estimated $6.18K sold.

Bartlett & Co Wealth Management first reported a position in PYLD in Q1 2026 and held it in 1 quarter. The position peaked at $6.18K in Q1 2026. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Bartlett & Co Wealth Management reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q2 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 235 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $6.18K.
Bartlett & Co Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2026 and held it in 1 quarter.
Bartlett & Co Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $6.18K in Q1 2026.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.