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

Base 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 		$17.4M Buy
657,199
+76,052
+13% +$2.01M 8.11% 2
2026
Q1 		$15.2M Buy
581,147
+102,579
+21% +$2.73M 8.52% 2
2025
Q4 		$12.8M Buy
478,568
+53,818
+13% +$1.44M 6.87% 2
2025
Q3 		$11.4M Buy
424,750
+40,777
+11% +$1.08M 6.5% 3
2025
Q2 		$10.2M Buy
383,973
+48,660
+15% +$1.27M 6.53% 3
2025
Q1 		$8.84M Buy
+335,313
New +$8.78M 6.73% 4

Other funds holding PYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Base Wealth Management's PYLD Position: Q2 2026 in Review

Base Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 13% in Q2 2026, buying an estimated $2.01M and bringing the position to 657,199 shares worth $17.4M. The position accounts for 8.11% of the portfolio, ranked #2.

Base Wealth Management first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. 572 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Base Wealth Management held 657,199 shares of PIMCO Multi Sector Bond Active ETF worth $17.4M as of Q2 2026.
  • Base Wealth Management bought 76,052 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $2.01M.
  • PIMCO Multi Sector Bond Active ETF made up 8.11% of Base Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Base Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
  • 572 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.