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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.45M Buy
356,136
+53,754
+18% +$1.43M 2.44% 5
2025
Q1
$7.97M Buy
302,382
+43,216
+17% +$1.14M 2.41% 5
2024
Q4
$6.72M Buy
259,166
+72,226
+39% +$1.87M 2.19% 6
2024
Q3
$4.98M Buy
186,940
+68,522
+58% +$1.83M 1.69% 8
2024
Q2
$3.04M Buy
118,418
+50,909
+75% +$1.31M 1.13% 17
2024
Q1
$1.74M Buy
+67,509
New +$1.74M 0.85% 20