Beta Wealth Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Beta Wealth Group’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	$18.3M	Buy	691,099 +33,560	+5%	+$886K	6.87%	2
2026 Q1	$17.2M	Buy	657,539 +83,306	+15%	+$2.22M	7.13%	1
2025 Q4	$15.3M	Sell	574,233 -19,955	-3%	-$535K	6.16%	2
2025 Q3	$15.9M	Sell	594,188 -404,206	-40%	-$10.7M	6.29%	2
2025 Q2	$26.5M	Sell	998,394 -422,311	-30%	-$11M	9.7%	1
2025 Q1	$37.4M	Buy	1,420,705 +1,236,273	+670%	+$32.4M	13.45%	1
2024 Q4	$4.78M	Buy	184,432 +12,995	+8%	+$340K	2.11%	15
2024 Q3	$4.57M	Buy	171,437 +14,692	+9%	+$385K	2.06%	15
2024 Q2	$4.02M	Buy	156,745 +3	+0%	+$77	1.91%	17
2024 Q1	$4.04M	Sell	156,742 -329,608	-68%	-$8.43M	1.96%	16
2023 Q4	$12.5M	Buy	+486,350	New	+$12M	6.54%	2

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

Beta Wealth Group's PYLD Position: Q2 2026 in Review

Beta Wealth Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 5.1% in Q2 2026, buying an estimated $886K and bringing the position to 691,099 shares worth $18.3M. The position accounts for 6.87% of the portfolio, ranked #2.

Beta Wealth Group first reported a position in PYLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $37.4M in Q1 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Beta Wealth Group held 691,099 shares of PIMCO Multi Sector Bond Active ETF worth $18.3M as of Q2 2026.
Beta Wealth Group bought 33,560 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $886K.
PIMCO Multi Sector Bond Active ETF made up 6.87% of Beta Wealth Group's portfolio in Q2 2026, its #2 holding.
Beta Wealth Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 11 quarters since.
Beta Wealth Group's PIMCO Multi Sector Bond Active ETF position peaked at $37.4M in Q1 2025.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.