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Blue Investment Partners’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Blue Investment Partners’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
2025
Q2 		$16.8M Buy
631,855
+41,764
+7% +$1.09M 5.88% 5
2025
Q1 		$15.5M Buy
590,091
+235,003
+66% +$6.15M 5.85% 5
2024
Q4 		$9.2M Buy
355,088
+33,309
+10% +$871K 3.38% 10
2024
Q3 		$8.58M Buy
321,779
+89,642
+39% +$2.35M 3.54% 11
2024
Q2 		$5.95M Buy
+232,137
New +$5.92M 2.7% 15

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Blue Investment Partners's PYLD Position: Q2 2025 in Review

Blue Investment Partners increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 7.1% in Q2 2025, buying an estimated $1.09M and bringing the position to 631,855 shares worth $16.8M. The position accounts for 5.88% of the portfolio, ranked #5.

Blue Investment Partners first reported a position in PYLD in Q2 2024 and has held it in 5 quarters since. 421 funds tracked by Wall St. Rank hold PYLD as of Q2 2025.

  • Blue Investment Partners held 631,855 shares of PIMCO Multi Sector Bond Active ETF worth $16.8M as of Q2 2025.
  • Blue Investment Partners bought 41,764 PIMCO Multi Sector Bond Active ETF shares in Q2 2025, an estimated $1.09M.
  • PIMCO Multi Sector Bond Active ETF made up 5.88% of Blue Investment Partners's portfolio in Q2 2025, its #5 holding.
  • Blue Investment Partners first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 5 quarters since.
  • 421 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.