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Foundations Investment Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Foundations Investment 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 		$479K Sell
18,047
-2,675
-13% -$70.6K ﹤0.01% 798
2026
Q1 		$543K Buy
20,722
+5,257
+34% +$140K 0.01% 690
2025
Q4 		$413K Buy
15,465
+2,841
+23% +$76.1K 0.01% 778
2025
Q3 		$339K Buy
+12,624
New +$335K ﹤0.01% 801

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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

Foundations Investment Advisors's PYLD Position: Q2 2026 in Review

Foundations Investment Advisors reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 13% in Q2 2026, selling an estimated $70.6K and leaving 18,047 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Foundations Investment Advisors first reported a position in PYLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $543K in Q1 2026. 693 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Foundations Investment Advisors held 18,047 shares of PIMCO Multi Sector Bond Active ETF worth $479K as of Q2 2026.
  • Foundations Investment Advisors sold 2,675 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $70.6K.
  • PIMCO Multi Sector Bond Active ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #798 holding.
  • Foundations Investment Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $543K in Q1 2026.
  • 693 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.