FHC
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First Heartland Consultants’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

First Heartland Consultants’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 		$23.6M Buy
889,771
+1,048
+0.1% +$27.7K 1.53% 11
2026
Q1 		$23.3M Buy
888,723
+44,145
+5% +$1.18M 1.78% 11
2025
Q4 		$22.5M Buy
844,578
+101,925
+14% +$2.73M 1.71% 12
2025
Q3 		$19.9M Buy
742,653
+27,720
+4% +$737K 1.61% 13
2025
Q2 		$19M Buy
714,933
+46,786
+7% +$1.22M 1.69% 13
2025
Q1 		$17.6M Buy
668,147
+354,161
+113% +$9.27M 1.82% 9
2024
Q4 		$8.14M Buy
313,986
+161,371
+106% +$4.22M 0.83% 32
2024
Q3 		$4.07M Sell
152,615
-561,300
-79% -$14.7M 0.44% 51
2024
Q2 		$18.3K Buy
713,915
+26,522
+4% +$676K 1.28% 9
2024
Q1 		$17.7M Buy
687,393
+507,522
+282% +$13M 1.84% 7
2023
Q4 		$4.62M Buy
179,871
+5,510
+3% +$136K 0.56% 51
2023
Q3 		$4.26M Buy
+174,361
New +$4.33M 0.54% 55

Other funds holding PYLD

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

First Heartland Consultants's PYLD Position: Q2 2026 in Review

First Heartland Consultants increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 0.12% in Q2 2026, buying an estimated $27.7K and bringing the position to 889,771 shares worth $23.6M. The position accounts for 1.53% of the portfolio, ranked #11.

First Heartland Consultants first reported a position in PYLD in Q3 2023 and has held it in 12 quarters since. 243 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • First Heartland Consultants held 889,771 shares of PIMCO Multi Sector Bond Active ETF worth $23.6M as of Q2 2026.
  • First Heartland Consultants bought 1,048 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $27.7K.
  • PIMCO Multi Sector Bond Active ETF made up 1.53% of First Heartland Consultants's portfolio in Q2 2026, its #11 holding.
  • First Heartland Consultants first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2023 and has held it in 12 quarters since.
  • 243 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.