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Cornerstone Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Cornerstone Wealth Management’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
Q3 		$722K Buy
28,430
+1,156
+4% +$30.1K 0.03% 406
2026
Q2 		$723K Buy
27,274
+1,485
+6% +$39.2K 0.03% 405
2026
Q1 		$676K Buy
25,789
+4,859
+23% +$130K 0.03% 380
2025
Q4 		$558K Buy
+20,930
New +$561K 0.03% 402

Other funds holding PYLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
GR Financial Group
GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

Cornerstone Wealth Management's PYLD Position: Q3 2026 in Review

Cornerstone Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 4.2% in Q3 2026, buying an estimated $30.1K and bringing the position to 28,430 shares worth $722K. The position accounts for 0.03% of the portfolio, ranked #406.

Cornerstone Wealth Management first reported a position in PYLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $723K in Q2 2026. 514 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • Cornerstone Wealth Management held 28,430 shares of PIMCO Multi Sector Bond Active ETF worth $722K as of Q3 2026.
  • Cornerstone Wealth Management bought 1,156 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $30.1K.
  • PIMCO Multi Sector Bond Active ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #406 holding.
  • Cornerstone Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 4 quarters since.
  • Cornerstone Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $723K in Q2 2026.
  • 514 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.