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 Q2	$694K	Buy	26,181 +2,739	+12%	+$72.3K	0.08%	140
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 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

Concord Wealth Partners's PYLD Position: Q2 2026 in Review

Concord Wealth Partners increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 12% in Q2 2026, buying an estimated $72.3K and bringing the position to 26,181 shares worth $694K. 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 8 quarters since. The position peaked at $796K in Q3 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Concord Wealth Partners held 26,181 shares of PIMCO Multi Sector Bond Active ETF worth $694K as of Q2 2026.
Concord Wealth Partners bought 2,739 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $72.3K.
PIMCO Multi Sector Bond Active ETF made up 0.08% of Concord Wealth Partners's portfolio in Q2 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 8 quarters since.
Concord Wealth Partners's PIMCO Multi Sector Bond Active ETF position peaked at $796K in Q3 2025.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.