Great Diamond Partners’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Great Diamond 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 Q3	$8.82M	Buy	347,235 +25,487	+8%	+$664K	1.48%	14
2026 Q2	$8.53M	Buy	321,748 +17,115	+6%	+$452K	1.47%	11
2026 Q1	$7.98M	Buy	304,633 +48,413	+19%	+$1.29M	1.54%	12
2025 Q4	$6.84M	Buy	256,220 +12,930	+5%	+$346K	1.32%	16
2025 Q3	$6.53M	Buy	+243,290	New	+$6.46M	1.27%	16

Other funds holding PYLD

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Great Diamond Partners's PYLD Position: Q3 2026 in Review

Great Diamond Partners increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 7.9% in Q3 2026, buying an estimated $664K and bringing the position to 347,235 shares worth $8.82M. The position accounts for 1.48% of the portfolio, ranked #14.

Great Diamond Partners first reported a position in PYLD in Q3 2025 and has held it in 5 quarters since. 446 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

Great Diamond Partners held 347,235 shares of PIMCO Multi Sector Bond Active ETF worth $8.82M as of Q3 2026.
Great Diamond Partners bought 25,487 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $664K.
PIMCO Multi Sector Bond Active ETF made up 1.48% of Great Diamond Partners's portfolio in Q3 2026, its #14 holding.
Great Diamond Partners first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2025 and has held it in 5 quarters since.
446 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.