Cary Street Partners Investment Advisory’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Cary Street Partners Investment Advisory’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	$5.06M	Buy	190,708 +74,479	+64%	+$1.97M	1.02%	19
2026 Q1	$3.05M	Buy	116,229 +30,610	+36%	+$816K	0.78%	26
2025 Q4	$2.28M	Buy	85,619 +79,953	+1,411%	+$2.14M	0.62%	36
2025 Q3	$152K	Hold	5,666	–	–	0.06%	310
2025 Q2	$150K	Buy	5,666 +3,766	+198%	+$98.2K	0.07%	278
2025 Q1	$50.1K	Buy	+1,900	New	+$49.7K	0.03%	368

Other funds holding PYLD

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 $103B AUM 28.65% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's PYLD Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 64% in Q2 2026, buying an estimated $1.97M and bringing the position to 190,708 shares worth $5.06M. The position accounts for 1.02% of the portfolio, ranked #19.

Cary Street Partners Investment Advisory first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. 539 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Cary Street Partners Investment Advisory held 190,708 shares of PIMCO Multi Sector Bond Active ETF worth $5.06M as of Q2 2026.
Cary Street Partners Investment Advisory bought 74,479 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.97M.
PIMCO Multi Sector Bond Active ETF made up 1.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #19 holding.
Cary Street Partners Investment Advisory first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
539 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.