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

Dechtman 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
2024
Q4 		$27M Buy
1,043,258
+810,537
+348% +$21.2M 5.23% 7
2024
Q3 		$6.2M Buy
+232,721
New +$6.1M 1.27% 12

Other funds holding PYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dechtman Wealth Management's PYLD Position: Q4 2024 in Review

Dechtman Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 348% in Q4 2024, buying an estimated $21.2M and bringing the position to 1,043,258 shares worth $27M. The position accounts for 5.23% of the portfolio, ranked #7.

Dechtman Wealth Management first reported a position in PYLD in Q3 2024 and has held it in 2 quarters since. 312 funds tracked by Wall St. Rank hold PYLD as of Q4 2024.

  • Dechtman Wealth Management held 1,043,258 shares of PIMCO Multi Sector Bond Active ETF worth $27M as of Q4 2024.
  • Dechtman Wealth Management bought 810,537 PIMCO Multi Sector Bond Active ETF shares in Q4 2024, an estimated $21.2M.
  • PIMCO Multi Sector Bond Active ETF made up 5.23% of Dechtman Wealth Management's portfolio in Q4 2024, its #7 holding.
  • Dechtman Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 2 quarters since.
  • 312 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.