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 Q2	$447K	Sell	16,855 -6,265	-27%	-$165K	0.28%	53
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 $1.55T 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

Constant Guidance Financial's PYLD Position: Q2 2026 in Review

Constant Guidance Financial reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 27% in Q2 2026, selling an estimated $165K and leaving 16,855 shares worth $447K. The position accounts for 0.28% of the portfolio, ranked #53.

Constant Guidance Financial first reported a position in PYLD in Q1 2024 and has held it in 6 quarters since. The position peaked at $7.76M in Q3 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Constant Guidance Financial held 16,855 shares of PIMCO Multi Sector Bond Active ETF worth $447K as of Q2 2026.
Constant Guidance Financial sold 6,265 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $165K.
PIMCO Multi Sector Bond Active ETF made up 0.28% of Constant Guidance Financial's portfolio in Q2 2026, its #53 holding.
Constant Guidance Financial first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 6 quarters since.
Constant Guidance Financial's PIMCO Multi Sector Bond Active ETF position peaked at $7.76M in Q3 2025.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Constant Guidance Financial's 13F filing for Q2 2026, filed 12 Aug 2026.