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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Beacon Financial Planning increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 84% in Q1 2026, buying an estimated $1.04M and bringing the position to 85,546 shares worth $2.24M. The position accounts for 0.87% of the portfolio, ranked #26.

Beacon Financial Planning first reported a position in PYLD in Q3 2024 and has held it in 7 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Beacon Financial Planning held 85,546 shares of PIMCO Multi Sector Bond Active ETF worth $2.24M as of Q1 2026.
  • Beacon Financial Planning bought 38,954 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $1.04M.
  • PIMCO Multi Sector Bond Active ETF made up 0.87% of Beacon Financial Planning's portfolio in Q1 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 7 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.