IFP Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

IFP 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	$930K	Sell	35,073 -3,788	-10%	-$100K	0.02%	770
2026 Q1	$1.02M	Sell	38,861 -10,309	-21%	-$275K	0.02%	681
2025 Q4	$1.31M	Sell	49,170 -2,665	-5%	-$71.4K	0.03%	551
2025 Q3	$1.39M	Sell	51,835 -4,894	-9%	-$130K	0.04%	492
2025 Q2	$1.51M	Buy	56,729 +3,357	+6%	+$87.6K	0.04%	432
2025 Q1	$1.41M	Buy	53,372 +254	+0.5%	+$6.65K	0.04%	456
2024 Q4	$1.38M	Buy	+53,118	New	+$1.39M	0.05%	442

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

IFP Advisors's PYLD Position: Q2 2026 in Review

IFP Advisors reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 9.7% in Q2 2026, selling an estimated $100K and leaving 35,073 shares worth $930K. The position accounts for 0.02% of the portfolio, ranked #770.

IFP Advisors first reported a position in PYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q2 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

IFP Advisors held 35,073 shares of PIMCO Multi Sector Bond Active ETF worth $930K as of Q2 2026.
IFP Advisors sold 3,788 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $100K.
PIMCO Multi Sector Bond Active ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #770 holding.
IFP Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
IFP Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $1.51M in Q2 2025.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.