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Concord Asset Management (Virginia)’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Concord Asset Management (Virginia)’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
2025
Q3 		– Sell
-26,840
Closed -$712K – 181
2025
Q2 		$712K Buy
+26,840
New +$700K 0.11% 138

Other funds holding PYLD

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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Concord Asset Management (Virginia)'s PYLD Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q3 2025, closing a stake of 26,840 shares — an estimated $712K sold.

Concord Asset Management (Virginia) first reported a position in PYLD in Q2 2025 and held it in 1 quarter. The position peaked at $712K in Q2 2025. 475 funds tracked by Wall St. Rank hold PYLD as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 26,840 PIMCO Multi Sector Bond Active ETF shares in Q3 2025, an estimated $712K.
  • Concord Asset Management (Virginia) first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s PIMCO Multi Sector Bond Active ETF position peaked at $712K in Q2 2025.
  • 475 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.