Beckerman Institutional’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Beckerman Institutional’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	$805K	Hold	30,350	–	–	0.38%	58
2026 Q1	$795K	Hold	30,350	–	–	0.42%	52
2025 Q4	$810K	Buy	30,350 +405	+1%	+$10.8K	0.45%	51
2025 Q3	$804K	Buy	29,945 +3,959	+15%	+$105K	0.47%	50
2025 Q2	$690K	Sell	25,986 -1,578	-6%	-$41.2K	0.46%	55
2025 Q1	$726K	Buy	27,564 +3,570	+15%	+$93.4K	0.53%	48
2024 Q4	$622K	Buy	23,994 +5,931	+33%	+$155K	0.5%	50
2024 Q3	$481K	Buy	+18,063	New	+$473K	0.41%	59

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

Beckerman Institutional's PYLD Position: Q2 2026 in Review

Beckerman Institutional held its PIMCO Multi Sector Bond Active ETF (PYLD) position steady in Q2 2026 at 30,350 shares worth $805K. The position accounts for 0.38% of the portfolio, ranked #58.

Beckerman Institutional first reported a position in PYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $810K in Q4 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Beckerman Institutional held 30,350 shares of PIMCO Multi Sector Bond Active ETF worth $805K as of Q2 2026.
Beckerman Institutional left its PIMCO Multi Sector Bond Active ETF share count unchanged in Q2 2026.
PIMCO Multi Sector Bond Active ETF made up 0.38% of Beckerman Institutional's portfolio in Q2 2026, its #58 holding.
Beckerman Institutional first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 8 quarters since.
Beckerman Institutional's PIMCO Multi Sector Bond Active ETF position peaked at $810K in Q4 2025.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.