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Concord Wealth Partners’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Concord Wealth Partners’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 		$614K Sell
23,442
-6,219
-21% -$166K 0.08% 140
2025
Q4 		$791K Buy
29,661
+2
+0% +$54 0.1% 136
2025
Q3 		$796K Buy
29,659
+2,819
+11% +$74.9K 0.11% 136
2025
Q2 		$712K Sell
26,840
-455
-2% -$11.9K 0.1% 138
2025
Q1 		$719K Buy
27,295
+13,749
+101% +$360K 0.12% 133
2024
Q4 		$351K Buy
13,546
+1,292
+11% +$33.8K 0.06% 162
2024
Q3 		$327K Buy
+12,254
New +$321K 0.05% 164

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concord Wealth Partners's PYLD Position: Q1 2026 in Review

Concord Wealth Partners reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 21% in Q1 2026, selling an estimated $166K and leaving 23,442 shares worth $614K. The position accounts for 0.08% of the portfolio, ranked #140.

Concord Wealth Partners first reported a position in PYLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $796K in Q3 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Concord Wealth Partners held 23,442 shares of PIMCO Multi Sector Bond Active ETF worth $614K as of Q1 2026.
  • Concord Wealth Partners sold 6,219 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $166K.
  • PIMCO Multi Sector Bond Active ETF made up 0.08% of Concord Wealth Partners's portfolio in Q1 2026, its #140 holding.
  • Concord Wealth Partners first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 7 quarters since.
  • Concord Wealth Partners's PIMCO Multi Sector Bond Active ETF position peaked at $796K in Q3 2025.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.