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

Family 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 Q2	$19.6M	Sell	739,391 -20,190	-3%	-$533K	2.01%	14
2026 Q1	$19.9M	Buy	759,581 +82,890	+12%	+$2.21M	2.39%	12
2025 Q4	$18.1M	Buy	676,691 +274,439	+68%	+$7.35M	2.28%	10
2025 Q3	$10.8M	Buy	402,252 +46,124	+13%	+$1.23M	1.48%	15
2025 Q2	$9.45M	Buy	356,128 +114,481	+47%	+$2.99M	1.41%	16
2025 Q1	$6.37M	Buy	+241,647	New	+$6.32M	1.04%	20

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

Family Management's PYLD Position: Q2 2026 in Review

Family Management reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 2.7% in Q2 2026, selling an estimated $533K and leaving 739,391 shares worth $19.6M. The position accounts for 2.01% of the portfolio, ranked #14.

Family Management first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.9M in Q1 2026. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Family Management held 739,391 shares of PIMCO Multi Sector Bond Active ETF worth $19.6M as of Q2 2026.
Family Management sold 20,190 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $533K.
PIMCO Multi Sector Bond Active ETF made up 2.01% of Family Management's portfolio in Q2 2026, its #14 holding.
Family Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
Family Management's PIMCO Multi Sector Bond Active ETF position peaked at $19.9M in Q1 2026.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.