Impact Partnership Wealth’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Impact Partnership Wealth’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	$2.22M	Buy	83,593 +20,853	+33%	+$551K	0.22%	60
2026 Q1	$1.64M	Buy	62,740 +12,875	+26%	+$343K	0.2%	67
2025 Q4	$1.33M	Buy	49,865 +3,959	+9%	+$106K	0.17%	79
2025 Q3	$1.23M	Buy	45,906 +24,526	+115%	+$652K	0.18%	78
2025 Q2	$567K	Buy	+21,380	New	+$558K	0.1%	124

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

Impact Partnership Wealth's PYLD Position: Q2 2026 in Review

Impact Partnership Wealth increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 33% in Q2 2026, buying an estimated $551K and bringing the position to 83,593 shares worth $2.22M. The position accounts for 0.22% of the portfolio, ranked #60.

Impact Partnership Wealth first reported a position in PYLD in Q2 2025 and has held it in 5 quarters since. 692 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Impact Partnership Wealth held 83,593 shares of PIMCO Multi Sector Bond Active ETF worth $2.22M as of Q2 2026.
Impact Partnership Wealth bought 20,853 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $551K.
PIMCO Multi Sector Bond Active ETF made up 0.22% of Impact Partnership Wealth's portfolio in Q2 2026, its #60 holding.
Impact Partnership Wealth first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2025 and has held it in 5 quarters since.
692 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.