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Concurrent Investment Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Concurrent Investment Advisors’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 		$19.6M Buy
737,516
+573,644
+350% +$15.1M 0.17% 127
2026
Q1 		$4.29M Buy
163,872
+18,940
+13% +$505K 0.05% 389
2025
Q4 		$3.87M Buy
144,932
+79,470
+121% +$2.13M 0.04% 389
2025
Q3 		$1.76M Buy
65,462
+51,317
+363% +$1.36M 0.03% 501
2025
Q2 		$375K Buy
+14,145
New +$369K 0.01% 964

Other funds holding PYLD

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Concurrent Investment Advisors's PYLD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 350% in Q2 2026, buying an estimated $15.1M and bringing the position to 737,516 shares worth $19.6M. The position accounts for 0.17% of the portfolio, ranked #127.

Concurrent Investment Advisors first reported a position in PYLD in Q2 2025 and has held it in 5 quarters since. 353 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Concurrent Investment Advisors held 737,516 shares of PIMCO Multi Sector Bond Active ETF worth $19.6M as of Q2 2026.
  • Concurrent Investment Advisors bought 573,644 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $15.1M.
  • PIMCO Multi Sector Bond Active ETF made up 0.17% of Concurrent Investment Advisors's portfolio in Q2 2026, its #127 holding.
  • Concurrent Investment Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 353 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.