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 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

SFA

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Benedict Financial Advisors's PYLD Position: Q2 2026 in Review

Benedict Financial Advisors held its PIMCO Multi Sector Bond Active ETF (PYLD) position steady in Q2 2026 at 11,945 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #129.

Benedict Financial Advisors first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $579K in Q4 2025. 121 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Benedict Financial Advisors held 11,945 shares of PIMCO Multi Sector Bond Active ETF worth $317K as of Q2 2026.
Benedict Financial Advisors left its PIMCO Multi Sector Bond Active ETF share count unchanged in Q2 2026.
PIMCO Multi Sector Bond Active ETF made up 0.06% of Benedict Financial Advisors's portfolio in Q2 2026, its #129 holding.
Benedict Financial Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
Benedict Financial Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $579K in Q4 2025.
121 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.