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 Q2	$2.69M	Buy	101,477 +17,867	+21%	+$472K	0.53%	34
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 $1.55T 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

Beacon Financial Advisory's PYLD Position: Q2 2026 in Review

Beacon Financial Advisory increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 21% in Q2 2026, buying an estimated $472K and bringing the position to 101,477 shares worth $2.69M. The position accounts for 0.53% of the portfolio, ranked #34.

Beacon Financial Advisory first reported a position in PYLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.9M in Q3 2025. 690 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Beacon Financial Advisory held 101,477 shares of PIMCO Multi Sector Bond Active ETF worth $2.69M as of Q2 2026.
Beacon Financial Advisory bought 17,867 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $472K.
PIMCO Multi Sector Bond Active ETF made up 0.53% of Beacon Financial Advisory's portfolio in Q2 2026, its #34 holding.
Beacon Financial Advisory first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 10 quarters since.
Beacon Financial Advisory's PIMCO Multi Sector Bond Active ETF position peaked at $11.9M in Q3 2025.
690 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.