ISWM
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Independent Solutions Wealth Management’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Independent Solutions 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 		$4.86M Buy
+183,119
New +$4.84M 0.63% 42

Other funds holding PYLD

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Solutions Wealth Management's PYLD Position: Q2 2026 in Review

Independent Solutions Wealth Management opened a new position in PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026: 183,119 shares worth $4.86M. The stake represents 0.63% of the portfolio and ranks #42 among its holdings.

347 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Independent Solutions Wealth Management held 183,119 shares of PIMCO Multi Sector Bond Active ETF worth $4.86M as of Q2 2026.
  • PIMCO Multi Sector Bond Active ETF was a new Independent Solutions Wealth Management position in Q2 2026.
  • PIMCO Multi Sector Bond Active ETF made up 0.63% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #42 holding.
  • 347 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.