Constant Guidance Financial’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Constant Guidance Financial’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	$606K	Sell	23,120 -116,990	-83%	-$3.12M	0.42%	25
2025 Q4	$3.74M	Sell	140,110 -149,040	-52%	-$3.99M	2.63%	7
2025 Q3	$7.76M	Buy	+289,150	New	+$7.68M	6.2%	4
2025 Q2	–	Sell	-134,062	Closed	-$3.53M	–	43
2025 Q1	$3.53M	Buy	+134,062	New	+$3.51M	4.44%	3
2024 Q2	–	Sell	-27,700	Closed	-$708K	–	42
2024 Q1	$708K	Buy	+27,700	New	+$708K	0.65%	33

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Constant Guidance Financial's PYLD Position: Q1 2026 in Review

Constant Guidance Financial reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 83% in Q1 2026, selling an estimated $3.12M and leaving 23,120 shares worth $606K. The position accounts for 0.42% of the portfolio, ranked #25.

Constant Guidance Financial first reported a position in PYLD in Q1 2024 and has held it in 5 quarters since. The position peaked at $7.76M in Q3 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

Constant Guidance Financial held 23,120 shares of PIMCO Multi Sector Bond Active ETF worth $606K as of Q1 2026.
Constant Guidance Financial sold 116,990 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $3.12M.
PIMCO Multi Sector Bond Active ETF made up 0.42% of Constant Guidance Financial's portfolio in Q1 2026, its #25 holding.
Constant Guidance Financial first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 5 quarters since.
Constant Guidance Financial's PIMCO Multi Sector Bond Active ETF position peaked at $7.76M in Q3 2025.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Constant Guidance Financial's 13F filing for Q1 2026, filed 18 May 2026.