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Capital Analysts LLC’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Capital Analysts LLC’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
Q1 		$5.73M Buy
218,719
+65,430
+43% +$1.74M 0.15% 120
2025
Q4 		$4.09M Buy
153,289
+36,492
+31% +$978K 0.11% 152
2025
Q3 		$3.13M Buy
116,797
+79,091
+210% +$2.1M 0.09% 187
2025
Q2 		$1M Buy
37,706
+10,080
+36% +$263K 0.03% 281
2025
Q1 		$728K Sell
27,626
-22,308
-45% -$584K 0.03% 308
2024
Q4 		$1.29M Buy
49,934
+21,932
+78% +$574K 0.05% 221
2024
Q3 		$746K Buy
+28,002
New +$734K 0.03% 277

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Analysts LLC's PYLD Position: Q1 2026 in Review

Capital Analysts LLC increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 43% in Q1 2026, buying an estimated $1.74M and bringing the position to 218,719 shares worth $5.73M. The position accounts for 0.15% of the portfolio, ranked #120.

Capital Analysts LLC first reported a position in PYLD in Q3 2024 and has held it in 7 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Capital Analysts LLC held 218,719 shares of PIMCO Multi Sector Bond Active ETF worth $5.73M as of Q1 2026.
  • Capital Analysts LLC bought 65,430 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $1.74M.
  • PIMCO Multi Sector Bond Active ETF made up 0.15% of Capital Analysts LLC's portfolio in Q1 2026, its #120 holding.
  • Capital Analysts LLC first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 7 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.