CarsonAllaria Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

CarsonAllaria Wealth Management’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 Q2	$7.21M	Buy	272,041 +26,308	+11%	+$695K	3.13%	11
2026 Q1	$6.44M	Buy	245,733 +5,433	+2%	+$145K	3.18%	10
2025 Q4	$6.41M	Buy	240,300 +21,669	+10%	+$581K	3.18%	10
2025 Q3	$5.87M	Buy	218,631 +18,610	+9%	+$494K	3.05%	10
2025 Q2	$5.31M	Buy	200,021 +12,430	+7%	+$324K	2.85%	10
2025 Q1	$4.94M	Buy	187,591 +13,317	+8%	+$349K	2.86%	10
2024 Q4	$4.52M	Buy	174,274 +11,861	+7%	+$310K	2.59%	12
2024 Q3	$4.33M	Buy	162,413 +28,103	+21%	+$736K	2.48%	12
2024 Q2	$3.44M	Buy	134,310 +15,958	+13%	+$407K	2.11%	16
2024 Q1	$3.05M	Buy	118,352 +91,279	+337%	+$2.33M	1.92%	16
2023 Q4	$695K	Buy	+27,073	New	+$668K	0.5%	28

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

CarsonAllaria Wealth Management's PYLD Position: Q2 2026 in Review

CarsonAllaria Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 11% in Q2 2026, buying an estimated $695K and bringing the position to 272,041 shares worth $7.21M. The position accounts for 3.13% of the portfolio, ranked #11.

CarsonAllaria Wealth Management first reported a position in PYLD in Q4 2023 and has held it in 11 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

CarsonAllaria Wealth Management held 272,041 shares of PIMCO Multi Sector Bond Active ETF worth $7.21M as of Q2 2026.
CarsonAllaria Wealth Management bought 26,308 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $695K.
PIMCO Multi Sector Bond Active ETF made up 3.13% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #11 holding.
CarsonAllaria Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 11 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.