CRA Financial Services’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

CRA Financial Services’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	$1.45M	Buy	54,537 +1,758	+3%	+$46.4K	0.17%	103
2026 Q1	$1.38M	Buy	52,779 +6,730	+15%	+$179K	0.18%	101
2025 Q4	$1.23M	Buy	46,049 +16,467	+56%	+$441K	0.16%	105
2025 Q3	$794K	Buy	29,582 +7,860	+36%	+$209K	0.11%	134
2025 Q2	$577K	Buy	21,722 +4,089	+23%	+$107K	0.09%	147
2025 Q1	$465K	Buy	17,633 +8,463	+92%	+$222K	0.08%	156
2024 Q4	$238K	Buy	+9,170	New	+$240K	0.04%	228

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

CRA Financial Services's PYLD Position: Q2 2026 in Review

CRA Financial Services increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 3.3% in Q2 2026, buying an estimated $46.4K and bringing the position to 54,537 shares worth $1.45M. The position accounts for 0.17% of the portfolio, ranked #103.

CRA Financial Services first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. 690 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

CRA Financial Services held 54,537 shares of PIMCO Multi Sector Bond Active ETF worth $1.45M as of Q2 2026.
CRA Financial Services bought 1,758 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $46.4K.
PIMCO Multi Sector Bond Active ETF made up 0.17% of CRA Financial Services's portfolio in Q2 2026, its #103 holding.
CRA Financial Services first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
690 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.