EverSource Wealth Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

EverSource Wealth Advisors’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	$14.8M	Sell	556,814 -40,033	-7%	-$1.06M	0.5%	46
2026 Q1	$15.6M	Buy	596,847 +253,067	+74%	+$6.75M	0.48%	48
2025 Q4	$9.17M	Sell	343,780 -226	-0.1%	-$6.05K	0.34%	68
2025 Q3	$9.23M	Buy	344,006 +63,391	+23%	+$1.68M	0.37%	66
2025 Q2	$7.45M	Buy	280,615 +113,402	+68%	+$2.96M	0.34%	73
2025 Q1	$4.41M	Buy	167,213 +88,731	+113%	+$2.32M	0.24%	90
2024 Q4	$2.03M	Buy	78,482 +13,530	+21%	+$354K	0.11%	147
2024 Q3	$1.73M	Buy	64,952 +4,469	+7%	+$117K	0.11%	155
2024 Q2	$1.58M	Buy	60,483 +30,706	+103%	+$783K	0.1%	154
2024 Q1	$753K	Buy	+29,777	New	+$761K	0.06%	219

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

EverSource Wealth Advisors's PYLD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 6.7% in Q2 2026, selling an estimated $1.06M and leaving 556,814 shares worth $14.8M. The position accounts for 0.5% of the portfolio, ranked #46.

EverSource Wealth Advisors first reported a position in PYLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.6M in Q1 2026. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

EverSource Wealth Advisors held 556,814 shares of PIMCO Multi Sector Bond Active ETF worth $14.8M as of Q2 2026.
EverSource Wealth Advisors sold 40,033 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.06M.
PIMCO Multi Sector Bond Active ETF made up 0.5% of EverSource Wealth Advisors's portfolio in Q2 2026, its #46 holding.
EverSource Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $15.6M in Q1 2026.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.