Benedict Financial Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Benedict Financial Advisors’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	–	Sell	-11,945	Closed	-$317K	–	142
2026 Q2	$317K	Hold	11,945	–	–	0.06%	129
2026 Q1	$313K	Sell	11,945 -9,770	-45%	-$260K	0.07%	122
2025 Q4	$579K	Buy	21,715 +9,770	+82%	+$262K	0.12%	108
2025 Q3	$321K	Hold	11,945	–	–	0.07%	118
2025 Q2	$317K	Hold	11,945	–	–	0.07%	113
2025 Q1	$315K	Hold	11,945	–	–	0.07%	114
2024 Q4	$310K	Buy	+11,945	New	+$312K	0.08%	113

Other funds holding PYLD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

RPGK

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Benedict Financial Advisors's PYLD Position: Q3 2026 in Review

Benedict Financial Advisors sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q3 2026, closing a stake of 11,945 shares — an estimated $317K sold.

Benedict Financial Advisors first reported a position in PYLD in Q4 2024 and held it in 7 quarters. The position peaked at $579K in Q4 2025. 657 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

Benedict Financial Advisors reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q3 2026 after selling out during the quarter.
Benedict Financial Advisors sold 11,945 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $317K.
Benedict Financial Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and held it in 7 quarters.
Benedict Financial Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $579K in Q4 2025.
657 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Benedict Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.