Hedeker Wealth’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Hedeker Wealth’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	$7.37M	Sell	277,901 -28,760	-9%	-$759K	1.41%	27
2026 Q1	$8.03M	Buy	306,661 +111,627	+57%	+$2.98M	1.7%	21
2025 Q4	$5.2M	Buy	195,034 +6,722	+4%	+$180K	1.09%	34
2025 Q3	$5.05M	Buy	188,312 +3,617	+2%	+$96.1K	1.05%	32
2025 Q2	$4.9M	Buy	184,695 +2,057	+1%	+$53.7K	1.14%	29
2025 Q1	$4.81M	Buy	182,638 +2,775	+2%	+$72.6K	1.29%	26
2024 Q4	$4.66M	Sell	179,863 -131	-0.1%	-$3.43K	1.16%	30
2024 Q3	$4.8M	Buy	179,994 +8,627	+5%	+$226K	1.27%	30
2024 Q2	$4.39M	Buy	+171,367	New	+$4.37M	1.27%	29

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

Hedeker Wealth's PYLD Position: Q2 2026 in Review

Hedeker Wealth reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 9.4% in Q2 2026, selling an estimated $759K and leaving 277,901 shares worth $7.37M. The position accounts for 1.41% of the portfolio, ranked #27.

Hedeker Wealth first reported a position in PYLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.03M in Q1 2026. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Hedeker Wealth held 277,901 shares of PIMCO Multi Sector Bond Active ETF worth $7.37M as of Q2 2026.
Hedeker Wealth sold 28,760 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $759K.
PIMCO Multi Sector Bond Active ETF made up 1.41% of Hedeker Wealth's portfolio in Q2 2026, its #27 holding.
Hedeker Wealth first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 9 quarters since.
Hedeker Wealth's PIMCO Multi Sector Bond Active ETF position peaked at $8.03M in Q1 2026.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Hedeker Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.