Independent Financial Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Independent Financial Group’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	$2.09M	Sell	78,875 -2,272	-3%	-$60K	0.04%	440
2026 Q1	$2.13M	Buy	81,147 +17,943	+28%	+$478K	0.05%	387
2025 Q4	$1.69M	Buy	63,204 +11,604	+22%	+$311K	0.04%	442
2025 Q3	$1.38M	Sell	51,600 -6,741	-12%	-$179K	0.03%	505
2025 Q2	$1.55M	Buy	58,341 +10,790	+23%	+$281K	0.04%	412
2025 Q1	$1.25M	Buy	+47,551	New	+$1.24M	0.04%	422

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

Independent Financial Group's PYLD Position: Q2 2026 in Review

Independent Financial Group reduced its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 2.8% in Q2 2026, selling an estimated $60K and leaving 78,875 shares worth $2.09M. The position accounts for 0.04% of the portfolio, ranked #440.

Independent Financial Group first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.13M in Q1 2026. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Independent Financial Group held 78,875 shares of PIMCO Multi Sector Bond Active ETF worth $2.09M as of Q2 2026.
Independent Financial Group sold 2,272 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $60K.
PIMCO Multi Sector Bond Active ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #440 holding.
Independent Financial Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
Independent Financial Group's PIMCO Multi Sector Bond Active ETF position peaked at $2.13M in Q1 2026.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.