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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beckerman Institutional's PYLD Position: Q1 2026 in Review

Beckerman Institutional held its PIMCO Multi Sector Bond Active ETF (PYLD) position steady in Q1 2026 at 30,350 shares worth $795K. The position accounts for 0.42% of the portfolio, ranked #52.

Beckerman Institutional first reported a position in PYLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $810K in Q4 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

Beckerman Institutional held 30,350 shares of PIMCO Multi Sector Bond Active ETF worth $795K as of Q1 2026.
Beckerman Institutional left its PIMCO Multi Sector Bond Active ETF share count unchanged in Q1 2026.
PIMCO Multi Sector Bond Active ETF made up 0.42% of Beckerman Institutional's portfolio in Q1 2026, its #52 holding.
Beckerman Institutional first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 7 quarters since.
Beckerman Institutional's PIMCO Multi Sector Bond Active ETF position peaked at $810K in Q4 2025.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.