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

Financial Synergies 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	$435K	Buy	16,413 +1,066	+7%	+$28.1K	0.04%	91
2026 Q1	$402K	Sell	15,347 -204	-1%	-$5.44K	0.04%	89
2025 Q4	$415K	Buy	15,551 +1,538	+11%	+$41.2K	0.04%	81
2025 Q3	$376K	Buy	14,013 +2,579	+23%	+$68.5K	0.04%	75
2025 Q2	$303K	Buy	+11,434	New	+$298K	0.03%	78
2024 Q2	–	Sell	-4,296	Closed	-$111K	–	366
2024 Q1	$111K	Buy	+4,296	New	+$110K	0.01%	95

Other funds holding PYLD

SFA

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Financial Synergies Wealth Advisors's PYLD Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 6.9% in Q2 2026, buying an estimated $28.1K and bringing the position to 16,413 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #91.

Financial Synergies Wealth Advisors first reported a position in PYLD in Q1 2024 and has held it in 6 quarters since. 303 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Financial Synergies Wealth Advisors held 16,413 shares of PIMCO Multi Sector Bond Active ETF worth $435K as of Q2 2026.
Financial Synergies Wealth Advisors bought 1,066 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $28.1K.
PIMCO Multi Sector Bond Active ETF made up 0.04% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Financial Synergies Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 6 quarters since.
303 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.