Financial Connections Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Financial Connections 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 Q1	$1.05M	Buy	40,092 +4,200	+12%	+$112K	0.37%	39
2025 Q4	$957K	Buy	35,892 +2,777	+8%	+$74.4K	0.33%	38
2025 Q3	$888K	Buy	33,115 +5,594	+20%	+$149K	0.35%	34
2025 Q2	$730K	Buy	27,521 +1,506	+6%	+$39.3K	0.3%	36
2025 Q1	$685K	Sell	26,015 -5,023	-16%	-$131K	0.31%	34
2024 Q4	$804K	Buy	31,038 +2,303	+8%	+$60.2K	0.39%	31
2024 Q3	$765K	Buy	28,735 +1,624	+6%	+$42.5K	0.38%	29
2024 Q2	$695K	Buy	27,111 +1,168	+5%	+$29.8K	0.36%	31
2024 Q1	$669K	Buy	25,943 +8,160	+46%	+$209K	0.73%	16
2023 Q4	$456K	Buy	17,783 +1,160	+7%	+$28.6K	0.3%	35
2023 Q3	$406K	Buy	+16,623	New	+$413K	0.5%	23

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

Financial Connections Group's PYLD Position: Q1 2026 in Review

Financial Connections Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 12% in Q1 2026, buying an estimated $112K and bringing the position to 40,092 shares worth $1.05M. The position accounts for 0.37% of the portfolio, ranked #39.

Financial Connections Group first reported a position in PYLD in Q3 2023 and has held it in 11 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

Financial Connections Group held 40,092 shares of PIMCO Multi Sector Bond Active ETF worth $1.05M as of Q1 2026.
Financial Connections Group bought 4,200 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $112K.
PIMCO Multi Sector Bond Active ETF made up 0.37% of Financial Connections Group's portfolio in Q1 2026, its #39 holding.
Financial Connections Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2023 and has held it in 11 quarters since.
642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.