Beacon Financial Advisory’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Beacon Financial Advisory’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	$2.19M	Sell	83,610 -8,432	-9%	-$225K	0.49%	33
2025 Q4	$2.46M	Sell	92,042 -351,014	-79%	-$9.4M	0.57%	32
2025 Q3	$11.9M	Buy	443,056 +86,920	+24%	+$2.31M	2.75%	3
2025 Q2	$9.45M	Buy	356,136 +53,754	+18%	+$1.4M	2.44%	5
2025 Q1	$7.97M	Buy	302,382 +43,216	+17%	+$1.13M	2.41%	5
2024 Q4	$6.72M	Buy	259,166 +72,226	+39%	+$1.89M	2.19%	6
2024 Q3	$4.98M	Buy	186,940 +68,522	+58%	+$1.8M	1.69%	8
2024 Q2	$3.04M	Buy	118,418 +50,909	+75%	+$1.3M	1.13%	17
2024 Q1	$1.74M	Buy	+67,509	New	+$1.73M	0.85%	20

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Financial Advisory's PYLD Position: Q1 2026 in Review

Beacon Financial Advisory reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 9.2% in Q1 2026, selling an estimated $225K and leaving 83,610 shares worth $2.19M. The position accounts for 0.49% of the portfolio, ranked #33.

Beacon Financial Advisory first reported a position in PYLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.9M in Q3 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

Beacon Financial Advisory held 83,610 shares of PIMCO Multi Sector Bond Active ETF worth $2.19M as of Q1 2026.
Beacon Financial Advisory sold 8,432 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $225K.
PIMCO Multi Sector Bond Active ETF made up 0.49% of Beacon Financial Advisory's portfolio in Q1 2026, its #33 holding.
Beacon Financial Advisory first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 9 quarters since.
Beacon Financial Advisory's PIMCO Multi Sector Bond Active ETF position peaked at $11.9M in Q3 2025.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.