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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CarsonAllaria Wealth Management's PYLD Position: Q1 2026 in Review

CarsonAllaria Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 2.3% in Q1 2026, buying an estimated $145K and bringing the position to 245,733 shares worth $6.44M. The position accounts for 3.18% of the portfolio, ranked #10.

CarsonAllaria Wealth Management first reported a position in PYLD in Q4 2023 and has held it in 10 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

CarsonAllaria Wealth Management held 245,733 shares of PIMCO Multi Sector Bond Active ETF worth $6.44M as of Q1 2026.
CarsonAllaria Wealth Management bought 5,433 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $145K.
PIMCO Multi Sector Bond Active ETF made up 3.18% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #10 holding.
CarsonAllaria Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2023 and has held it in 10 quarters since.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.