EverSource Wealth Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.45M | Buy |
280,615
+113,402
| +68% | +$3.01M | 0.34% | 73 |
|
|
2025
Q1 | $4.41M | Buy |
167,213
+88,731
| +113% | +$2.34M | 0.24% | 90 |
|
|
2024
Q4 | $2.03M | Buy |
78,482
+13,530
| +21% | +$351K | 0.11% | 147 |
|
|
2024
Q3 | $1.73M | Buy |
64,952
+4,469
| +7% | +$119K | 0.11% | 155 |
|
|
2024
Q2 | $1.58M | Buy |
60,483
+30,706
| +103% | +$801K | 0.1% | 154 |
|
|
2024
Q1 | $753K | Buy |
+29,777
| New | +$753K | 0.06% | 219 |
|