Ehrlich Financial Group
PYLD icon

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
Q3 		$2.49M Sell
97,972
-630
-0.6% -$16.4K 1.29% 22
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

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Ehrlich Financial Group's PYLD Position: Q3 2026 in Review

Ehrlich Financial Group reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 0.64% in Q3 2026, selling an estimated $16.4K and leaving 97,972 shares worth $2.49M. The position accounts for 1.29% of the portfolio, ranked #22.

Ehrlich Financial Group first reported a position in PYLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.61M in Q2 2026. 235 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

  • Ehrlich Financial Group held 97,972 shares of PIMCO Multi Sector Bond Active ETF worth $2.49M as of Q3 2026.
  • Ehrlich Financial Group sold 630 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $16.4K.
  • PIMCO Multi Sector Bond Active ETF made up 1.29% of Ehrlich Financial Group's portfolio in Q3 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 5 quarters since.
  • Ehrlich Financial Group's PIMCO Multi Sector Bond Active ETF position peaked at $2.61M in Q2 2026.
  • 235 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.