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

Castle 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	$17.7M	Buy	667,152 +20,489	+3%	+$541K	5.24%	2
2026 Q1	$16.9M	Buy	646,663 +39,193	+6%	+$1.04M	5.49%	2
2025 Q4	$16.3M	Buy	607,470 +40,621	+7%	+$1.09M	5.39%	2
2025 Q3	$15.2M	Buy	566,849 +26,047	+5%	+$692K	5.14%	2
2025 Q2	$14.4M	Buy	540,802 +30,078	+6%	+$785K	5.21%	2
2025 Q1	$13.5M	Buy	510,724 +25,590	+5%	+$670K	5.27%	2
2024 Q4	$12.6M	Buy	485,134 +56,203	+13%	+$1.47M	4.97%	2
2024 Q3	$11.4M	Buy	428,931 +212,874	+99%	+$5.58M	4.56%	2
2024 Q2	$5.54M	Buy	216,057 +100,759	+87%	+$2.57M	2.65%	7
2024 Q1	$2.97M	Buy	+115,298	New	+$2.95M	1.55%	24

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

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

Castle Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 3.2% in Q2 2026, buying an estimated $541K and bringing the position to 667,152 shares worth $17.7M. The position accounts for 5.24% of the portfolio, ranked #2.

Castle Wealth Management first reported a position in PYLD in Q1 2024 and has held it in 10 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Castle Wealth Management held 667,152 shares of PIMCO Multi Sector Bond Active ETF worth $17.7M as of Q2 2026.
Castle Wealth Management bought 20,489 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $541K.
PIMCO Multi Sector Bond Active ETF made up 5.24% of Castle Wealth Management's portfolio in Q2 2026, its #2 holding.
Castle Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 10 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.