Golden State Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Golden State Wealth 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	$3.66M	Buy	138,057 +39,713	+40%	+$1.05M	0.33%	70
2026 Q1	$2.58M	Buy	98,344 +12,427	+14%	+$331K	0.28%	74
2025 Q4	$2.29M	Buy	85,917 +2,688	+3%	+$72K	0.24%	81
2025 Q3	$2.23M	Buy	83,229 +60,587	+268%	+$1.61M	0.25%	78
2025 Q2	$601K	Buy	22,642 +5,717	+34%	+$149K	0.07%	196
2025 Q1	$446K	Buy	16,925 +1,848	+12%	+$48.4K	0.07%	220
2024 Q4	$391K	Buy	+15,077	New	+$394K	0.06%	229

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

Golden State Wealth Management's PYLD Position: Q2 2026 in Review

Golden State Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 40% in Q2 2026, buying an estimated $1.05M and bringing the position to 138,057 shares worth $3.66M. The position accounts for 0.33% of the portfolio, ranked #70.

Golden State Wealth Management first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Golden State Wealth Management held 138,057 shares of PIMCO Multi Sector Bond Active ETF worth $3.66M as of Q2 2026.
Golden State Wealth Management bought 39,713 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.05M.
PIMCO Multi Sector Bond Active ETF made up 0.33% of Golden State Wealth Management's portfolio in Q2 2026, its #70 holding.
Golden State Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.