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Carl Stuart Investment Advisor’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Carl Stuart Investment Advisor’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
Q1 		– Sell
-32,716
Closed -$848K – 18
2024
Q4 		$848K Buy
+32,716
New +$856K 0.45% 10
2024
Q1 		– Sell
-40,940
Closed -$1.05M – 29
2023
Q4 		$1.05M Buy
+40,940
New +$1.01M 0.71% 11

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GFG
GR Financial Group Tucson, Arizona $301M AUM 15.9% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Carl Stuart Investment Advisor's PYLD Position: Q1 2025 in Review

Carl Stuart Investment Advisor sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q1 2025, closing a stake of 32,716 shares — an estimated $848K sold.

Carl Stuart Investment Advisor first reported a position in PYLD in Q4 2023 and held it in 2 quarters. The position peaked at $1.05M in Q4 2023. 383 funds tracked by Wall St. Rank hold PYLD as of Q1 2025.

  • Carl Stuart Investment Advisor reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q1 2025 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 32,716 PIMCO Multi Sector Bond Active ETF shares in Q1 2025, an estimated $848K.
  • Carl Stuart Investment Advisor first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and held it in 2 quarters.
  • Carl Stuart Investment Advisor's PIMCO Multi Sector Bond Active ETF position peaked at $1.05M in Q4 2023.
  • 383 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2025.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2025, filed 23 Apr 2025.