GeoWealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

GeoWealth Management’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	$48M	Buy	1,809,414 +75,088	+4%	+$1.98M	1.51%	14
2026 Q1	$45.4M	Buy	1,734,326 +77,810	+5%	+$2.07M	1.64%	12
2025 Q4	$44.2M	Buy	1,656,516 +100,077	+6%	+$2.68M	1.63%	12
2025 Q3	$41.8M	Buy	1,556,439 +111,941	+8%	+$2.97M	1.52%	13
2025 Q2	$38.3M	Buy	1,444,498 +409,080	+40%	+$10.7M	1.5%	14
2025 Q1	$27.3M	Buy	1,035,418 +651,203	+169%	+$17M	1.1%	18
2024 Q4	$9.96M	Buy	384,215 +208,138	+118%	+$5.44M	0.33%	57
2024 Q3	$4.69M	Buy	176,077 +28,586	+19%	+$749K	0.17%	107
2024 Q2	$3.78M	Buy	147,491 +59,572	+68%	+$1.52M	0.16%	94
2024 Q1	$2.26M	Buy	+87,919	New	+$2.25M	0.09%	165

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 $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 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

ACM

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

GeoWealth Management's PYLD Position: Q2 2026 in Review

GeoWealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 4.3% in Q2 2026, buying an estimated $1.98M and bringing the position to 1,809,414 shares worth $48M. The position accounts for 1.51% of the portfolio, ranked #14.

GeoWealth Management first reported a position in PYLD in Q1 2024 and has held it in 10 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

GeoWealth Management held 1,809,414 shares of PIMCO Multi Sector Bond Active ETF worth $48M as of Q2 2026.
GeoWealth Management bought 75,088 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.98M.
PIMCO Multi Sector Bond Active ETF made up 1.51% of GeoWealth Management's portfolio in Q2 2026, its #14 holding.
GeoWealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 10 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.