Integrated Wealth Concepts
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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 		$45M Buy
1,697,605
+212,964
+14% +$5.62M 0.29% 72
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 		$9.5M 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Advance Capital Management
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 14% in Q2 2026, buying an estimated $5.62M and bringing the position to 1,697,605 shares worth $45M. The position accounts for 0.29% of the portfolio, ranked #72.

Integrated Wealth Concepts first reported a position in PYLD in Q2 2024 and has held it in 9 quarters since. 694 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Integrated Wealth Concepts held 1,697,605 shares of PIMCO Multi Sector Bond Active ETF worth $45M as of Q2 2026.
  • Integrated Wealth Concepts bought 212,964 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $5.62M.
  • PIMCO Multi Sector Bond Active ETF made up 0.29% of Integrated Wealth Concepts's portfolio in Q2 2026, its #72 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.
  • 694 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.