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Investment Advisory Group’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Investment Advisory Group’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 		$1.04M Buy
39,614
+4,851
+14% +$129K 0.26% 76
2025
Q4 		$927K Buy
34,763
+8,767
+34% +$235K 0.24% 80
2025
Q3 		$698K Buy
25,996
+5,131
+25% +$136K 0.19% 89
2025
Q2 		$554K Buy
20,865
+3,605
+21% +$94K 0.17% 97
2025
Q1 		$455K Buy
17,260
+1,962
+13% +$51.4K 0.15% 103
2024
Q4 		$397K Buy
+15,298
New +$400K 0.13% 106

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 $424B AUM 22.94% 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 $21.5B AUM 26.98% 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

Investment Advisory Group's PYLD Position: Q1 2026 in Review

Investment Advisory Group increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 14% in Q1 2026, buying an estimated $129K and bringing the position to 39,614 shares worth $1.04M. The position accounts for 0.26% of the portfolio, ranked #76.

Investment Advisory Group first reported a position in PYLD in Q4 2024 and has held it in 6 quarters since. 642 funds tracked by Wall St. Rank hold PYLD as of Q1 2026.

  • Investment Advisory Group held 39,614 shares of PIMCO Multi Sector Bond Active ETF worth $1.04M as of Q1 2026.
  • Investment Advisory Group bought 4,851 PIMCO Multi Sector Bond Active ETF shares in Q1 2026, an estimated $129K.
  • PIMCO Multi Sector Bond Active ETF made up 0.26% of Investment Advisory Group's portfolio in Q1 2026, its #76 holding.
  • Investment Advisory Group first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2024 and has held it in 6 quarters since.
  • 642 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.