Global Retirement Partners’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Global Retirement Partners’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	$2.28M	Buy	+86,104	New	+$2.27M	0.03%	452
2025 Q4	$1.35M	Buy	50,484 +5,137	+11%	+$138K	0.02%	561
2025 Q3	$1.22M	Buy	45,347 +2,869	+7%	+$76.2K	0.03%	491
2025 Q2	$1.13M	Buy	+42,478	New	+$1.11M	0.03%	477
2024 Q4	$142K	Buy	5,466 +2,020	+59%	+$52.8K	﹤0.01%	1104
2024 Q3	$91.8K	Buy	3,446 +1,746	+103%	+$45.7K	﹤0.01%	1275
2024 Q2	$43.6K	Buy	+1,700	New	+$43.4K	﹤0.01%	1611

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

Global Retirement Partners's PYLD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026: 86,104 shares worth $2.28M. The stake represents 0.03% of the portfolio and ranks #452 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PYLD as recently as Q4 2025.

Global Retirement Partners first reported a position in PYLD in Q2 2024 and has held it in 7 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Global Retirement Partners held 86,104 shares of PIMCO Multi Sector Bond Active ETF worth $2.28M as of Q2 2026.
PIMCO Multi Sector Bond Active ETF was a new Global Retirement Partners position in Q2 2026.
PIMCO Multi Sector Bond Active ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #452 holding.
Global Retirement Partners first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 7 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.