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Blue Oak Capital’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Blue Oak Capital’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 		$6.83M Buy
257,411
+40,989
+19% +$1.07M 3.59% 7
2025
Q1 		$5.7M Buy
216,422
+76,634
+55% +$2.01M 3.15% 10
2024
Q4 		$3.64M Buy
+139,788
New +$3.66M 2.21% 12

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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $103B AUM 28.65% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Blue Oak Capital's PYLD Position: Q2 2025 in Review

Blue Oak Capital increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 19% in Q2 2025, buying an estimated $1.07M and bringing the position to 257,411 shares worth $6.83M. The position accounts for 3.59% of the portfolio, ranked #7.

Blue Oak Capital first reported a position in PYLD in Q4 2024 and has held it in 3 quarters since. 422 funds tracked by Wall St. Rank hold PYLD as of Q2 2025.

  • Blue Oak Capital held 257,411 shares of PIMCO Multi Sector Bond Active ETF worth $6.83M as of Q2 2025.
  • Blue Oak Capital bought 40,989 PIMCO Multi Sector Bond Active ETF shares in Q2 2025, an estimated $1.07M.
  • PIMCO Multi Sector Bond Active ETF made up 3.59% of Blue Oak Capital's portfolio in Q2 2025, its #7 holding.
  • Blue Oak Capital first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 3 quarters since.
  • 422 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.