Diversified Portfolios Inc’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Diversified Portfolios Inc’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	$462K	Hold	17,432	–	–	0.03%	147
2026 Q1	$457K	Sell	17,432 -78,345	-82%	-$2.09M	0.04%	133
2025 Q4	$2.56M	Buy	95,777 +9,500	+11%	+$255K	0.21%	62
2025 Q3	$2.32M	Buy	86,277 +1,497	+2%	+$39.8K	0.2%	62
2025 Q2	$2.25M	Buy	84,780 +74,180	+700%	+$1.94M	0.21%	62
2025 Q1	$279K	Buy	+10,600	New	+$277K	0.03%	127

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

Diversified Portfolios Inc's PYLD Position: Q2 2026 in Review

Diversified Portfolios Inc held its PIMCO Multi Sector Bond Active ETF (PYLD) position steady in Q2 2026 at 17,432 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #147.

Diversified Portfolios Inc first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.56M in Q4 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Diversified Portfolios Inc held 17,432 shares of PIMCO Multi Sector Bond Active ETF worth $462K as of Q2 2026.
Diversified Portfolios Inc left its PIMCO Multi Sector Bond Active ETF share count unchanged in Q2 2026.
PIMCO Multi Sector Bond Active ETF made up 0.03% of Diversified Portfolios Inc's portfolio in Q2 2026, its #147 holding.
Diversified Portfolios Inc first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
Diversified Portfolios Inc's PIMCO Multi Sector Bond Active ETF position peaked at $2.56M in Q4 2025.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.