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

Evergreen 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
2026 Q1	$21.7M	Buy	829,645 +224,141	+37%	+$5.97M	0.47%	43
2025 Q4	$16.2M	Buy	605,504 +199,116	+49%	+$5.33M	0.36%	62
2025 Q3	$10.9M	Buy	406,388 +167,408	+70%	+$4.45M	0.26%	98
2025 Q2	$6.34M	Buy	238,980 +86,569	+57%	+$2.26M	0.19%	139
2025 Q1	$4.02M	Buy	+152,411	New	+$3.99M	0.13%	175

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evergreen Capital Management's PYLD Position: Q1 2026 in Review

Evergreen Capital Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 37% in Q1 2026, buying an estimated $5.97M and bringing the position to 829,645 shares worth $21.7M. The position accounts for 0.47% of the portfolio, ranked #43.

Evergreen Capital Management first reported a position in PYLD in Q1 2025 and has held it in 5 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

Evergreen Capital Management held 829,645 shares of PIMCO Multi Sector Bond Active ETF worth $21.7M as of Q1 2026.
Evergreen Capital Management bought 224,141 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $5.97M.
PIMCO Multi Sector Bond Active ETF made up 0.47% of Evergreen Capital Management's portfolio in Q1 2026, its #43 holding.
Evergreen Capital Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 5 quarters since.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.