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

Heirloom 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	$32.2M	Buy	+1,214,464	New	+$32.1M	4.67%	5

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 $103B AUM 28.65% 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

Heirloom Wealth Management's PYLD Position: Q2 2026 in Review

Heirloom Wealth Management opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026: 1,214,464 shares worth $32.2M. The stake represents 4.67% of the portfolio and ranks #5 among its holdings.

688 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Heirloom Wealth Management held 1,214,464 shares of PIMCO Multi Sector Bond Active ETF worth $32.2M as of Q2 2026.
PIMCO Multi Sector Bond Active ETF was a new Heirloom Wealth Management position in Q2 2026.
PIMCO Multi Sector Bond Active ETF made up 4.67% of Heirloom Wealth Management's portfolio in Q2 2026, its #5 holding.
688 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.