Halbert Hargrove Global Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Halbert Hargrove Global Advisors’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	$7.94M	Buy	299,343 +1,174	+0.4%	+$31K	0.34%	18
2026 Q1	$7.81M	Sell	298,169 -13,356	-4%	-$356K	0.38%	18
2025 Q4	$8.31M	Buy	311,525 +7,951	+3%	+$213K	0.39%	17
2025 Q3	$8.15M	Buy	303,574 +2,154	+0.7%	+$57.2K	0.4%	17
2025 Q2	$8M	Buy	301,420 +3,430	+1%	+$89.5K	0.42%	17
2025 Q1	$7.85M	Buy	297,990 +8,823	+3%	+$231K	0.44%	16
2024 Q4	$7.5M	Buy	289,167 +7,943	+3%	+$208K	0.42%	16
2024 Q3	$7.49M	Buy	+281,224	New	+$7.37M	0.41%	17

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

Halbert Hargrove Global Advisors's PYLD Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 0.39% in Q2 2026, buying an estimated $31K and bringing the position to 299,343 shares worth $7.94M. The position accounts for 0.34% of the portfolio, ranked #18.

Halbert Hargrove Global Advisors first reported a position in PYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.31M in Q4 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Halbert Hargrove Global Advisors held 299,343 shares of PIMCO Multi Sector Bond Active ETF worth $7.94M as of Q2 2026.
Halbert Hargrove Global Advisors bought 1,174 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $31K.
PIMCO Multi Sector Bond Active ETF made up 0.34% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #18 holding.
Halbert Hargrove Global Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q3 2024 and has held it in 8 quarters since.
Halbert Hargrove Global Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $8.31M in Q4 2025.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.