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

IAG Wealth 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 Q2	$5.26M	Buy	198,523 +15,588	+9%	+$412K	0.52%	42
2026 Q1	$4.79M	Buy	182,935 +14,430	+9%	+$385K	0.54%	40
2025 Q4	$4.5M	Buy	168,505 +13,722	+9%	+$368K	0.52%	39
2025 Q3	$4.15M	Buy	154,783 +15,013	+11%	+$399K	0.5%	40
2025 Q2	$3.71M	Buy	+139,770	New	+$3.65M	0.49%	39

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

IAG Wealth Partners's PYLD Position: Q2 2026 in Review

IAG Wealth Partners increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 8.5% in Q2 2026, buying an estimated $412K and bringing the position to 198,523 shares worth $5.26M. The position accounts for 0.52% of the portfolio, ranked #42.

IAG Wealth Partners first reported a position in PYLD in Q2 2025 and has held it in 5 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

IAG Wealth Partners held 198,523 shares of PIMCO Multi Sector Bond Active ETF worth $5.26M as of Q2 2026.
IAG Wealth Partners bought 15,588 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $412K.
PIMCO Multi Sector Bond Active ETF made up 0.52% of IAG Wealth Partners's portfolio in Q2 2026, its #42 holding.
IAG Wealth Partners first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and has held it in 5 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.