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Independent Advisor Alliance’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Independent Advisor Alliance’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 		$36.8M Buy
+1,403,081
New +$37.4M 0.39% 52
2025
Q1 		– Sell
-1,392,887
Closed -$36.1M – 1224
2024
Q4 		$36.1M Buy
+1,392,887
New +$36.4M 0.48% 40

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

Independent Advisor Alliance's PYLD Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q1 2026: 1,403,081 shares worth $36.8M. The stake represents 0.39% of the portfolio and ranks #52 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in PYLD as recently as Q4 2024.

Independent Advisor Alliance first reported a position in PYLD in Q4 2024 and has held it in 2 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Independent Advisor Alliance held 1,403,081 shares of PIMCO Multi Sector Bond Active ETF worth $36.8M as of Q1 2026.
  • PIMCO Multi Sector Bond Active ETF was a new Independent Advisor Alliance position in Q1 2026.
  • PIMCO Multi Sector Bond Active ETF made up 0.39% of Independent Advisor Alliance's portfolio in Q1 2026, its #52 holding.
  • Independent Advisor Alliance first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 2 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.