Carson Wealth (CWM LLC)
PYLD icon

Carson Wealth (CWM LLC)’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Carson Wealth (CWM 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 		$131M Buy
5,004,693
+786,686
+19% +$21M 0.34% 60
2025
Q4 		$113M Buy
4,218,007
+1,129,724
+37% +$30.3M 0.3% 63
2025
Q3 		$82.9M Buy
3,088,283
+1,752,168
+131% +$46.6M 0.25% 80
2025
Q2 		$35.5M Buy
1,336,115
+913,640
+216% +$23.8M 0.13% 149
2025
Q1 		$11.1M Buy
422,475
+173,971
+70% +$4.55M 0.04% 326
2024
Q4 		$6.44M Buy
248,504
+9,552
+4% +$250K 0.03% 421
2024
Q3 		$6.37M Buy
238,952
+28,265
+13% +$741K 0.03% 398
2024
Q2 		$5.4M Buy
210,687
+189,983
+918% +$4.84M 0.03% 406
2024
Q1 		$533K Hold
20,704
– – ﹤0.01% 1109
2023
Q4 		$531K Buy
+20,704
New +$511K ﹤0.01% 1038

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Carson Wealth (CWM LLC)'s PYLD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 19% in Q1 2026, buying an estimated $21M and bringing the position to 5,004,693 shares worth $131M. The position accounts for 0.34% of the portfolio, ranked #60.

Carson Wealth (CWM LLC) first reported a position in PYLD in Q4 2023 and has held it in 10 quarters since. 644 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,004,693 shares of PIMCO Multi Sector Bond Active ETF worth $131M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 786,686 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $21M.
  • PIMCO Multi Sector Bond Active ETF made up 0.34% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #60 holding.
  • Carson Wealth (CWM LLC) first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 10 quarters since.
  • 644 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.