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

IHT 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
Q1 		$17.3M Buy
659,275
+6,869
+1% +$183K 0.4% 52
2025
Q4 		$17.4M Buy
652,406
+317,189
+95% +$8.5M 0.42% 51
2025
Q3 		$9M Buy
335,217
+97,518
+41% +$2.59M 0.23% 96
2025
Q2 		$6.31M Buy
237,699
+86,483
+57% +$2.26M 0.17% 119
2025
Q1 		$3.98M Buy
151,216
+123,264
+441% +$3.23M 0.12% 164
2024
Q4 		$725K Buy
27,952
+616
+2% +$16.1K 0.02% 555
2024
Q3 		$729K Buy
27,336
+837
+3% +$21.9K 0.02% 597
2024
Q2 		$679K Buy
+26,499
New +$676K 0.03% 542

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IHT Wealth Management's PYLD Position: Q1 2026 in Review

IHT Wealth Management increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 1.1% in Q1 2026, buying an estimated $183K and bringing the position to 659,275 shares worth $17.3M. The position accounts for 0.4% of the portfolio, ranked #52.

IHT Wealth Management first reported a position in PYLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $17.4M in Q4 2025. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • IHT Wealth Management held 659,275 shares of PIMCO Multi Sector Bond Active ETF worth $17.3M as of Q1 2026.
  • IHT Wealth Management bought 6,869 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $183K.
  • PIMCO Multi Sector Bond Active ETF made up 0.4% of IHT Wealth Management's portfolio in Q1 2026, its #52 holding.
  • IHT Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 8 quarters since.
  • IHT Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $17.4M in Q4 2025.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.