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 Q3	$1.16M	Sell	45,598 -55,879	-55%	-$1.46M	0.22%	112
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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Beacon Financial Advisory's PYLD Position: Q3 2026 in Review

Beacon Financial Advisory reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 55% in Q3 2026, selling an estimated $1.46M and leaving 45,598 shares worth $1.16M. The position accounts for 0.22% of the portfolio, ranked #112.

Beacon Financial Advisory first reported a position in PYLD in Q1 2024 and has held it in 11 quarters since. The position peaked at $11.9M in Q3 2025. 315 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

Beacon Financial Advisory held 45,598 shares of PIMCO Multi Sector Bond Active ETF worth $1.16M as of Q3 2026.
Beacon Financial Advisory sold 55,879 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $1.46M.
PIMCO Multi Sector Bond Active ETF made up 0.22% of Beacon Financial Advisory's portfolio in Q3 2026, its #112 holding.
Beacon Financial Advisory first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 11 quarters since.
Beacon Financial Advisory's PIMCO Multi Sector Bond Active ETF position peaked at $11.9M in Q3 2025.
315 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.