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

Beacon Financial Planning’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	$2.3M	Buy	86,911 +1,365	+2%	+$36K	0.78%	26
2026 Q1	$2.24M	Buy	85,546 +38,954	+84%	+$1.04M	0.87%	26
2025 Q4	$1.24M	Buy	46,592 +3,054	+7%	+$81.8K	0.6%	29
2025 Q3	$1.17M	Buy	43,538 +1,056	+2%	+$28.1K	0.61%	30
2025 Q2	$1.13M	Sell	42,482 -537	-1%	-$14K	0.63%	30
2025 Q1	$1.13M	Buy	43,019 +8,014	+23%	+$210K	0.65%	28
2024 Q4	$907K	Buy	35,005 +19,116	+120%	+$500K	0.53%	29
2024 Q3	$423K	Buy	+15,889	New	+$416K	0.26%	32

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 22.9% 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 Planning's PYLD Position: Q2 2026 in Review

Beacon Financial Planning increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 1.6% in Q2 2026, buying an estimated $36K and bringing the position to 86,911 shares worth $2.3M. The position accounts for 0.78% of the portfolio, ranked #26.

Beacon Financial Planning first reported a position in PYLD in Q3 2024 and has held it in 8 quarters since. 692 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Beacon Financial Planning held 86,911 shares of PIMCO Multi Sector Bond Active ETF worth $2.3M as of Q2 2026.
Beacon Financial Planning bought 1,365 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $36K.
PIMCO Multi Sector Bond Active ETF made up 0.78% of Beacon Financial Planning's portfolio in Q2 2026, its #26 holding.
Beacon Financial Planning first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 8 quarters since.
692 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.