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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Diversified Portfolios Inc's PYLD Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 82% in Q1 2026, selling an estimated $2.09M and leaving 17,432 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #133.

Diversified Portfolios Inc first reported a position in PYLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.56M in Q4 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Diversified Portfolios Inc held 17,432 shares of PIMCO Multi Sector Bond Active ETF worth $457K as of Q1 2026.
  • Diversified Portfolios Inc sold 78,345 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $2.09M.
  • PIMCO Multi Sector Bond Active ETF made up 0.04% of Diversified Portfolios Inc's portfolio in Q1 2026, its #133 holding.
  • Diversified Portfolios Inc first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 5 quarters since.
  • Diversified Portfolios Inc's PIMCO Multi Sector Bond Active ETF position peaked at $2.56M in Q4 2025.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.