Integrated Wealth Concepts’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Integrated Wealth Concepts’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	$45.8M	Buy	1,725,345 +240,704	+16%	+$6.36M	0.22%	92
2026 Q1	$38.9M	Buy	1,484,641 +461,143	+45%	+$12.3M	0.31%	61
2025 Q4	$27.3M	Sell	1,023,498 -252,142	-20%	-$6.76M	0.32%	69
2025 Q3	$34.2M	Buy	1,275,640 +939,080	+279%	+$25M	0.31%	59
2025 Q2	$8.93M	Buy	336,560 +38,016	+13%	+$992K	0.09%	206
2025 Q1	$7.87M	Sell	298,544 -62,784	-17%	-$1.64M	0.09%	221
2024 Q4	$9.37M	Buy	361,328 +3,102	+0.9%	+$81.1K	0.11%	182
2024 Q3	$9.55M	Buy	358,226 +14,132	+4%	+$370K	0.12%	176
2024 Q2	$8.82M	Buy	+344,094	New	+$8.77M	0.12%	175

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

Integrated Wealth Concepts's PYLD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 16% in Q2 2026, buying an estimated $6.36M and bringing the position to 1,725,345 shares worth $45.8M. The position accounts for 0.22% of the portfolio, ranked #92.

Integrated Wealth Concepts first reported a position in PYLD in Q2 2024 and has held it in 9 quarters since. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

Integrated Wealth Concepts held 1,725,345 shares of PIMCO Multi Sector Bond Active ETF worth $45.8M as of Q2 2026.
Integrated Wealth Concepts bought 240,704 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $6.36M.
PIMCO Multi Sector Bond Active ETF made up 0.22% of Integrated Wealth Concepts's portfolio in Q2 2026, its #92 holding.
Integrated Wealth Concepts first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 9 quarters since.
689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.