FPH
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Financial Planning Hawaii’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Financial Planning Hawaii’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 		$1.85M Buy
69,645
+3,476
+5% +$91.8K 0.99% 29
2026
Q1 		$1.73M Buy
66,169
+23,181
+54% +$618K 1.02% 28
2025
Q4 		$1.15M Buy
+42,988
New +$1.15M 0.66% 40

Other funds holding PYLD

Envestnet Asset Management
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Financial Planning Hawaii's PYLD Position: Q2 2026 in Review

Financial Planning Hawaii increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 5.3% in Q2 2026, buying an estimated $91.8K and bringing the position to 69,645 shares worth $1.85M. The position accounts for 0.99% of the portfolio, ranked #29.

Financial Planning Hawaii first reported a position in PYLD in Q4 2025 and has held it in 3 quarters since. 447 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Financial Planning Hawaii held 69,645 shares of PIMCO Multi Sector Bond Active ETF worth $1.85M as of Q2 2026.
  • Financial Planning Hawaii bought 3,476 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $91.8K.
  • PIMCO Multi Sector Bond Active ETF made up 0.99% of Financial Planning Hawaii's portfolio in Q2 2026, its #29 holding.
  • Financial Planning Hawaii first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 447 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.