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 Q3	$4.12M	Buy	162,229 +18,631	+13%	+$486K	0.47%	29
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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

SCA

Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Inspirion Wealth Advisors's PYLD Position: Q3 2026 in Review

Inspirion Wealth Advisors increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 13% in Q3 2026, buying an estimated $486K and bringing the position to 162,229 shares worth $4.12M. The position accounts for 0.47% of the portfolio, ranked #29.

Inspirion Wealth Advisors first reported a position in PYLD in Q1 2025 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold PYLD as of Q3 2026.

Inspirion Wealth Advisors held 162,229 shares of PIMCO Multi Sector Bond Active ETF worth $4.12M as of Q3 2026.
Inspirion Wealth Advisors bought 18,631 PIMCO Multi Sector Bond Active ETF shares in Q3 2026, an estimated $486K.
PIMCO Multi Sector Bond Active ETF made up 0.47% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #29 holding.
Inspirion Wealth Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
40 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.