Inspirion Wealth Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Inspirion Wealth Advisors’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	$3.78M	Buy	143,598 +21,088	+17%	+$557K	0.43%	30
2026 Q1	$3.21M	Buy	122,510 +34,798	+40%	+$928K	0.4%	32
2025 Q4	$2.34M	Buy	+87,712	New	+$2.35M	0.29%	37
2025 Q3	–	Sell	-34,219	Closed	-$908K	–	168
2025 Q2	$908K	Buy	34,219 +6,781	+25%	+$177K	0.12%	67
2025 Q1	$723K	Buy	+27,438	New	+$718K	0.1%	73

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

Inspirion Wealth Advisors's PYLD Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 17% in Q2 2026, buying an estimated $557K and bringing the position to 143,598 shares worth $3.78M. The position accounts for 0.43% of the portfolio, ranked #30.

Inspirion Wealth Advisors first reported a position in PYLD in Q1 2025 and has held it in 5 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Inspirion Wealth Advisors held 143,598 shares of PIMCO Multi Sector Bond Active ETF worth $3.78M as of Q2 2026.
Inspirion Wealth Advisors bought 21,088 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $557K.
PIMCO Multi Sector Bond Active ETF made up 0.43% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Inspirion Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 5 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.