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 Q2	$16.2M	Sell	611,946 -47,329	-7%	-$1.25M	0.35%	62
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 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

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

IHT Wealth Management reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 7.2% in Q2 2026, selling an estimated $1.25M and leaving 611,946 shares worth $16.2M. The position accounts for 0.35% of the portfolio, ranked #62.

IHT Wealth Management first reported a position in PYLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.4M in Q4 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

IHT Wealth Management held 611,946 shares of PIMCO Multi Sector Bond Active ETF worth $16.2M as of Q2 2026.
IHT Wealth Management sold 47,329 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $1.25M.
PIMCO Multi Sector Bond Active ETF made up 0.35% of IHT Wealth Management's portfolio in Q2 2026, its #62 holding.
IHT Wealth Management first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 9 quarters since.
IHT Wealth Management's PIMCO Multi Sector Bond Active ETF position peaked at $17.4M in Q4 2025.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.