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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrated Wealth Concepts's PYLD Position: Q1 2026 in Review

Integrated Wealth Concepts increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 45% in Q1 2026, buying an estimated $12.3M and bringing the position to 1,484,641 shares worth $38.9M. The position accounts for 0.31% of the portfolio, ranked #61.

Integrated Wealth Concepts first reported a position in PYLD in Q2 2024 and has held it in 8 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Integrated Wealth Concepts held 1,484,641 shares of PIMCO Multi Sector Bond Active ETF worth $38.9M as of Q1 2026.
  • Integrated Wealth Concepts bought 461,143 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $12.3M.
  • PIMCO Multi Sector Bond Active ETF made up 0.31% of Integrated Wealth Concepts's portfolio in Q1 2026, its #61 holding.
  • Integrated Wealth Concepts first reported a position in PIMCO Multi Sector Bond Active ETF in Q2 2024 and has held it in 8 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.