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Donaldson Capital Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Donaldson Capital 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
2025
Q4 		– Sell
-14,081
Closed -$378K – 242
2025
Q3 		$378K Buy
+14,081
New +$374K 0.01% 185

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 $445B AUM 25.58% 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 $103B AUM 28.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Donaldson Capital Management's PYLD Position: Q4 2025 in Review

Donaldson Capital Management sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q4 2025, closing a stake of 14,081 shares — an estimated $378K sold.

Donaldson Capital Management first reported a position in PYLD in Q3 2025 and held it in 1 quarter. The position peaked at $378K in Q3 2025. 574 funds tracked by Wall St. Rank hold PYLD as of Q4 2025.

  • Donaldson Capital Management reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q4 2025 after selling out during the quarter.
  • Donaldson Capital Management sold 14,081 PIMCO Multi Sector Bond Active ETF shares in Q4 2025, an estimated $378K.
  • Donaldson Capital Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and held it in 1 quarter.
  • Donaldson Capital Management's PIMCO Multi Sector Bond Active ETF position peaked at $378K in Q3 2025.
  • 574 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q4 2025.

Based on Donaldson Capital Management's 13F filing for Q4 2025, filed 14 Jan 2026.