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D.B. Root & Company’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

D.B. Root & Company’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 		$35M Buy
1,320,319
+107,887
+9% +$2.85M 7.44% 3
2026
Q1 		$31.8M Buy
1,212,432
+56,898
+5% +$1.52M 7.59% 3
2025
Q4 		$30.8M Buy
1,155,534
+133,127
+13% +$3.57M 7.52% 3
2025
Q3 		$27.4M Buy
1,022,407
+896,547
+712% +$23.8M 6.96% 3
2025
Q2 		$3.34M Buy
125,860
+118,098
+1,521% +$3.08M 0.99% 23
2025
Q1 		$205K Buy
+7,762
New +$203K 0.07% 176

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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

D.B. Root & Company's PYLD Position: Q2 2026 in Review

D.B. Root & Company increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 8.9% in Q2 2026, buying an estimated $2.85M and bringing the position to 1,320,319 shares worth $35M. The position accounts for 7.44% of the portfolio, ranked #3.

D.B. Root & Company first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • D.B. Root & Company held 1,320,319 shares of PIMCO Multi Sector Bond Active ETF worth $35M as of Q2 2026.
  • D.B. Root & Company bought 107,887 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $2.85M.
  • PIMCO Multi Sector Bond Active ETF made up 7.44% of D.B. Root & Company's portfolio in Q2 2026, its #3 holding.
  • D.B. Root & Company first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
  • 689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.