HSA
PYLD icon

HBK Sorce Advisory’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

HBK Sorce Advisory’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 		$312K Sell
11,916
-1,115
-9% -$29.4K 0.01% 498
2026
Q1 		$345K Buy
13,031
+1,286
+11% +$34.3K 0.01% 457
2025
Q4 		$314K Buy
+11,745
New +$315K 0.01% 467

Other funds holding PYLD

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 22.96% 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 $103B AUM 28.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HBK Sorce Advisory's PYLD Position: Q2 2026 in Review

HBK Sorce Advisory reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 8.6% in Q2 2026, selling an estimated $29.4K and leaving 11,916 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #498.

HBK Sorce Advisory first reported a position in PYLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $345K in Q1 2026. 475 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • HBK Sorce Advisory held 11,916 shares of PIMCO Multi Sector Bond Active ETF worth $312K as of Q2 2026.
  • HBK Sorce Advisory sold 1,115 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $29.4K.
  • PIMCO Multi Sector Bond Active ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #498 holding.
  • HBK Sorce Advisory first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • HBK Sorce Advisory's PIMCO Multi Sector Bond Active ETF position peaked at $345K in Q1 2026.
  • 475 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.