Ehrlich Financial Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Ehrlich Financial Group’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	$2.61M	Buy	98,602 +1,634	+2%	+$43.1K	1.34%	22
2026 Q1	$2.54M	Buy	96,968 +5,200	+6%	+$139K	1.46%	25
2025 Q4	$2.45M	Buy	91,768 +27,341	+42%	+$733K	1.39%	22
2025 Q3	$1.73M	Buy	+64,427	New	+$1.71M	1.03%	29

Other funds holding PYLD

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Ehrlich Financial Group's PYLD Position: Q2 2026 in Review

Ehrlich Financial Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 1.7% in Q2 2026, buying an estimated $43.1K and bringing the position to 98,602 shares worth $2.61M. The position accounts for 1.34% of the portfolio, ranked #22.

Ehrlich Financial Group first reported a position in PYLD in Q3 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Ehrlich Financial Group held 98,602 shares of PIMCO Multi Sector Bond Active ETF worth $2.61M as of Q2 2026.
Ehrlich Financial Group bought 1,634 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $43.1K.
PIMCO Multi Sector Bond Active ETF made up 1.34% of Ehrlich Financial Group's portfolio in Q2 2026, its #22 holding.
Ehrlich Financial Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and has held it in 4 quarters since.
243 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.