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Golden State Equity Partners’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Golden State Equity 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 		– Sell
-144,350
Closed -$3.78M – 1399
2026
Q1 		$3.78M Buy
144,350
+57,261
+66% +$1.53M 0.29% 69
2025
Q4 		$2.32M Sell
87,089
-21,247
-20% -$569K 0.37% 49
2025
Q3 		$2.91M Buy
+108,336
New +$2.88M 0.49% 39

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

Golden State Equity Partners's PYLD Position: Q2 2026 in Review

Golden State Equity Partners sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026, closing a stake of 144,350 shares — an estimated $3.78M sold.

Golden State Equity Partners first reported a position in PYLD in Q3 2025 and held it in 3 quarters. The position peaked at $3.78M in Q1 2026. 693 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Golden State Equity Partners reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 144,350 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $3.78M.
  • Golden State Equity Partners first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and held it in 3 quarters.
  • Golden State Equity Partners's PIMCO Multi Sector Bond Active ETF position peaked at $3.78M in Q1 2026.
  • 693 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.