BFC Planning, Inc.’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

BFC Planning, Inc.’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	$1.4M	Buy	52,647 +818	+2%	+$21.6K	0.06%	317
2026 Q1	$1.36M	Buy	51,829 +2,000	+4%	+$53.3K	0.06%	303
2025 Q4	$1.33M	Buy	49,829 +42,637	+593%	+$1.14M	0.06%	301
2025 Q3	$193K	Sell	7,192 -214	-3%	-$5.69K	0.01%	675
2025 Q2	$197K	Sell	7,406 -324	-4%	-$8.45K	0.02%	643
2025 Q1	$204K	Buy	7,730 +2,566	+50%	+$67.2K	0.02%	600
2024 Q4	$134K	Buy	+5,164	New	+$135K	0.01%	751

Other funds holding PYLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

BFC Planning, Inc.'s PYLD Position: Q2 2026 in Review

BFC Planning, Inc. increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 1.6% in Q2 2026, buying an estimated $21.6K and bringing the position to 52,647 shares worth $1.4M. The position accounts for 0.06% of the portfolio, ranked #317.

BFC Planning, Inc. first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. 696 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

BFC Planning, Inc. held 52,647 shares of PIMCO Multi Sector Bond Active ETF worth $1.4M as of Q2 2026.
BFC Planning, Inc. bought 818 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $21.6K.
PIMCO Multi Sector Bond Active ETF made up 0.06% of BFC Planning, Inc.'s portfolio in Q2 2026, its #317 holding.
BFC Planning, Inc. first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
696 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.